ION PACIFIC, INC.

RIASEC RegisteredEst. 2025
Total AUM
$555M
Discretionary
$555M
100% of AUM
Avg account
$11.8M
Accounts
47
Employees
20
Advisory reps
2

Firm details

Headquarters
VENICE, California
CRD number
328607
Registered since
January 30, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ION Pacific, Inc. is a corporate fund manager that primarily runs private pooled vehicles, with its registration listed in 2025. The firm is classified across private equity and venture capital strategies and identifies as a multifaceted fund manager rather than a capital allocator. Its client base is institutional, and it charges both asset-based fees and performance-linked fees. ION Pacific’s advisory work centers on portfolio management for pooled investment vehicles; it also serves in sponsor and general partner capacities and functions as managing member for its funds. Ownership is split between a foreign entity and an individual. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ITAMAR HAR-EVEN

    Co-CEOCRD 5116521

  • ADY ADEFRIS

    Managing Director, Chief Operating OfficerCRD 7257904

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

VENICE, CA

LOS ANGELES

Location

VENICE, CA

Headquartered in VENICE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1639B Electric Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth