ANACAPA ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
293999

Firm profile

FINTRX

Overview

Anacapa Advisors, LLC is a privately held limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm appears organized around a single-owner structure and is classified as an unclassified adviser in the source data. It does not present itself as a capital allocator to outside managers, is not marked as a multi-state adviser, and is not identified as an active ESG investor or pension consultant. The firm's regulatory and business detail fields in the source set are sparse; key items such as advisory fee structure, client base composition, and day-to-day advisory activities are not specified. What is clear is the firm’s role in establishing and managing private pooled vehicles rather than operating a broad retail advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PHILIP PECSOK

    Founder & CIOCRD 2377020

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth