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 corporation that operates as a multifaceted fund manager focused on private markets. The firm is registered with the SEC as of 2025 and serves institutional clients, offering portfolio management for pooled investment vehicles. Its business mixes private equity and venture capital fund management while also functioning as a sponsor and general partner for pooled vehicles. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements include both asset-based fees and performance-based compensation. The firm does not identify as an active ESG investor and is not a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Itamar Har-even

    Co-ceoCRD 5116521

  • Ady Adefris

    Managing Director, Chief Operating OfficerCRD 7257904

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth