ION Pacific, Inc.

RIASEC RegisteredEst. 2025
Total AUM
$555M
Discretionary
$555M
100% of AUM
Avg account
$11.8M
Accounts
47
Employees
20
Advisory reps
2

Firm details

Headquarters
Venice, California
CRD number
328607
Registered since
January 30, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ION Pacific, Inc. is a corporate investment manager that primarily operates as a fund sponsor and manager across private equity and venture capital strategies. It is classified as a private equity fund, venture capital fund and multifaceted fund manager and serves institutional clients. The firm is owned by a combination of a foreign entity and an individual and was registered with the SEC in 2025. Its advisory activity centers on portfolio management for pooled investment vehicles, and it also acts as a sponsor/GP/managing member of those vehicles. Compensation across client relationships and funds includes both a percentage-of-assets fee and performance-based fees. The firm is not positioned as an ESG-active investor and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Itamar Har-even

    Co-ceoCRD 5116521

  • Ady Adefris

    Managing Director, Chief Operating OfficerCRD 7257904

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Venice, CA

Los Angeles

Location

Venice, CA

Headquartered in Venice, 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
1639 B Electric Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth