RIA Intel›Advisers›California›PACIFIC SPIRIT INVESTMENTS LP

PACIFIC SPIRIT INVESTMENTS LP

Advisory

LA JOLLA, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA

#4,302

of 5,480 advisers by AUM

Average account

$628K

across 31 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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