PACIFIC POINT ADVISORS, LLC
CRD #310731 SEC #801-126183 SAN DIEGO, CA 858-356-6600
SEC Registered Private Funds
Total AUM
$345.6M
Discretionary
$345.6M
Employees
10
Clients
26
Accounts
172
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $345.6M | $345.6M | $0 | 10 | 4 |
| Dec 2025 | $345.6M | $345.6M | $0 | 10 | 4 |
| Sep 2025 | $345.6M | $345.6M | $0 | 10 | 4 |
| Jun 2025 | $345.6M | $345.6M | $0 | 10 | 4 |
| Mar 2025 | $345.6M | $345.6M | $0 | 10 | 4 |
| Aug 2024 | $212.2M | $212.2M | $0 | 8 | 4 |
| May 2024 | $212.2M | $212.2M | $0 | 8 | 4 |
| Mar 2024 | $212.2M | $212.2M | $0 | 8 | 4 |
| Feb 2024 | $148.5M | $148.5M | $0 | 8 | 0 |
| Sep 2023 | $148.5M | $148.5M | $0 | 8 | 0 |
| Mar 2023 | $148.5M | $148.5M | $0 | 8 | 0 |
| Sep 2022 | $111.2M | $111.2M | $0 | 5 | 0 |
| Jun 2022 | $111.2M | $111.2M | $0 | 5 | 0 |
DateDec 2025
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees10
Clients4
DateDec 2025
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees10
Clients4
DateSep 2025
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees10
Clients4
DateJun 2025
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees10
Clients4
DateMar 2025
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees10
Clients4
DateAug 2024
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees8
Clients4
DateMay 2024
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees8
Clients4
DateMar 2024
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees8
Clients4
DateFeb 2024
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees5
Clients0