PACIFIC POINT ADVISORS, LLC

PACIFIC POINT ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 310731). Regulatory assets under management: $389.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (4)

NameRoleLocation
Michael Cosimo LicosatiCO-MANAGING PARTNER; MEMBER
Henry Ward WinshipCO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
WINSHIP HENRY JAY WARDCO-MANAGING PARTNER; CO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICER
LICOSATI MICHAEL COSIMOCO-MANAGING PARTNER; CO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICER

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