PACIFIC POINT ADVISORS, LLC

Overview

Pacific Point Advisors, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2022. It positions itself as a capital allocator for both individual/family clients and institutional investors, offering a mix of ongoing portfolio management and financial planning. The firm charges a combination of percentage-of-AUM, hourly, fixed-fee and performance-based arrangements. Advisory capabilities span discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, as well as selection of outside managers and market timing services. Pacific Point identifies as an active ESG investor. Its industry affiliations include relationships with accounting professionals and real estate brokers, and the firm serves as sponsor/GP/managing member for pooled investment vehicles it sponsors or oversees.

Assets & Accounts

Investments & Alternatives