PACIFIC EQUITY ADVISORS LLC

Overview

Pacific Equity Advisors LLC is a small, owner-operated investment adviser focused on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-assets fee and does not position itself as an ESG-focused manager. Its classification is unclassified and it operates without a multi-state advisory footprint. Investment activity centers on publicly traded equities and mutual funds, with selective use of third-party hedge funds and private placement vehicles to supplement traditional allocations. Given the firm’s size and client profile, the investment approach appears to emphasize liquid, exchange-traded exposures with the option to access less liquid alternative strategies when appropriate for a client’s risk and accredited status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices