Investment adviser · CRD 149892

PACIFIC POINTE ADVISORS LLC

Investment adviser filing (IA)

SANTA BARBARA, CA, United States · Form ADV filed May 23, 2013

Regulatory AUM
$173M
Form ADV · Item 5.F
Client accounts
82
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 23, 2013. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

523 CHAPALA #1
SANTA BARBARA, CA, 93101, United States

CRD 149892

Filing source

Form ADV 738965 · May 23, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.