East Pacific Investment Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 322196
- Custodians
- FIRST HAWAIIAN BANK
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
East Pacific Investment Company, Inc. is a corporation operating as an institutional registered investment adviser and identifies itself as a capital allocator. The firm charges fees as a percentage of assets under management and reports an institutional client base, though its ADV lists advisory activities that include portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and selection of other advisers. The adviser does not report active ESG investing and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
Contacts
1 of 1Keith Gendreau
OwnerCRD 2553046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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