PACIFIC EQUITY MANAGEMENT
Firm details
- Headquarters
- LA JOLLA, California
- CRD number
- 163222
Firm profile
FINTRXOverview
Pacific Equity Management is organized as a corporation with individual ownership and is classified in public records as unclassified. The adviser does not identify as a capital allocator and is not marked as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Its regulatory registration year is not listed. Operationally, the business functions as an investment sponsor and adviser by serving as a general partner and managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1FREDERIC CLARK
PresidentCRD 47531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LA JOLLA, CA
SAN DIEGO
Location
LA JOLLA, CA
Headquartered in LA JOLLA, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 7946 Ivanhoe Ave
- Time zone
- PT (UTC-8)
- Office locations
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