PACIFIC EQUITY ADVISORS LLC

PACIFIC EQUITY ADVISORS LLC of LA JOLLA, CA is an SEC-registered investment adviser (CRD 328540). Regulatory assets under management: $268K.

Registration

• CRD: 328540
• Type: Registered investment adviser
• Location: 7946 IVANHOE AVENUE, LA JOLLA, CA, 92037
• Phone: 858-459-1930
• Latest filing: 2026-03-19
• Regulatory AUM: $268K
• Discretionary AUM: $268K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328540 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search