PACIFIC EQUITY MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LA JOLLA, California
CRD number
163222

Firm profile

FINTRX

Overview

Pacific Equity Management is organized as a corporation with individual ownership and is classified in public records as unclassified. The adviser does not identify as a capital allocator and is not marked as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Its regulatory registration year is not listed. Operationally, the business functions as an investment sponsor and adviser by serving as a general partner and managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • FREDERIC CLARK

    PresidentCRD 47531

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
7946 Ivanhoe Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth