Investment adviser · CRD 295178
PASADENA PRIVATE WEALTH, LLC
Investment adviser filing (IA)
PASADENA, CA, United States · Form ADV filed Jul 21, 2026
- Regulatory AUM
- $1.62B Form ADV · Item 5.F
- Client accounts
- 2,124 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 255 | $1,008,536,930 | 62.2% |
| Retirement plans | 60 | $309,628,438 | 19.1% |
| Individuals | 177 | $143,363,635 | 8.8% |
| Pooled investment vehicles | 6 | $131,302,192 | 8.1% |
| Corporations & businesses | 25 | $24,694,118 | 1.5% |
| Investment companies | 1 | $2,703,744 | 0.2% |
| Charities | Fewer than 5 | $391,629 | 0.0% |
Filing source
Form ADV 2120842 · Jul 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
6 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PASADENA PRIVATE LENDING, INC.Other Private Fund · Last reported Jul 21, 2026$48.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-7881635657
- Reported beneficial owners
- 80
- Minimum commitment
- $25K
- Form D file number
- 021-1792785
Form ADV 2120842 · Jul 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PASADENA PRIVATE REAL ESTATE FUND 1 LPReal Estate Fund · Last reported Jul 21, 2026$29.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TAIT, WELLER & BAKER, LLP
PCAOB 445
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-8847717371
- Reported beneficial owners
- 97
- Minimum commitment
- $25K
- Form D file number
- 021-1824842
Form ADV 2120842 · Jul 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PPW CREDIT OPPORTUNITIES FUND I LPOther Private Fund · Last reported Jul 21, 2026$26.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-3910273535
- Reported beneficial owners
- 84
- Minimum commitment
- $25K
Form ADV 2120842 · Jul 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PASADENA PRIVATE REAL ESTATE FUND 2 LPReal Estate Fund · Last reported Jul 21, 2026$19.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TAIT, WELLER & BAKER, LLP
PCAOB 445
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4122688926
- Reported beneficial owners
- 68
- Minimum commitment
- $250K
- Form D file number
- 021-1911727
Form ADV 2120842 · Jul 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SOCAL CATALYST FUND I, LPVenture Capital Fund · Last reported Jul 21, 2026$5.72MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TAIT, WELLER & BAKER, LLP
PCAOB 445
CHARLES SCHWAB & CO., INC.
SEC 8-16514
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4256149980
- Reported beneficial owners
- 46
- Minimum commitment
- $50K
- Form D file number
- 021-2009870
Form ADV 2120842 · Jul 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PASADENA PRIVATE EQUITY FUND 1 LP EARLY STAGEPrivate Equity Fund · Last reported Jul 21, 2026$1.52MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
TAIT, WELLER & BAKER, LLP
PCAOB 445
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4722341046
- Reported beneficial owners
- 12
- Minimum commitment
- $25K
Form ADV 2120842 · Jul 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
2 NORTH LAKE AVENUE, SUITE 520PASADENA, CA, 91101, United States
CRD 295178
Filing source
Form ADV 2120842 · Jul 21, 2026 · 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.