East Pacific Investment Company, Inc.

Overview

East Pacific Investment Company, Inc. is a small, institutionally focused advisory firm that operates as a corporation owned by an individual. The firm bills clients on a percentage-of-assets-under-management basis and emphasizes portfolio management for both businesses/institutions and individuals/small businesses. It also conducts selection of other advisers, indicating it can act as a capital allocator or overseer that places client assets with third-party managers rather than relying solely on proprietary strategies. All reported assets are managed on a non‑discretionary basis, which suggests the firm typically recommends portfolios and implements investments in coordination with clients or custodians rather than exercising full trading authority. The firm is not positioned as an ESG investor, does not serve as a pension consultant, and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices