PACIFIC COMMUNITY MANAGEMENT, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
163248
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Pacific Community Management, Inc. is a small, SEC-registered investment adviser that appears to operate primarily as a sponsor and manager of pooled investment vehicles. The firm registered with the SEC in 2012 and is owned by an individual. Public-facing profile fields for client base, fee structure and advisory activities are not populated; the firm is flagged as not being an active ESG investor, not a multistate adviser, and not a pension consultant. The firm’s stated industry role is sponsor, general partner and managing member of pooled investment vehicles, which indicates its business model centers on acting as the manager/GP for private funds rather than delivering traditional advisory services directly to retail or institutional advisory accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • EDUARDO RALLO

    Co-Founder and Managing PartnerCRD 6046444

Wealth teams

FINTRX

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth