RIA Intel›Advisers›PACIFIC EQUITY, LLC

PACIFIC EQUITY, LLC

Advisory

N·

Data as of Jan 11, 2024 · Source: SEC Form ADV

Total AUM
$9M
1-Year AUM Growth
-2.9%
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingJul 11, 2022
Latest FilingJan 11, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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