RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 10, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNERD Control
LICOSATI, MICHAEL, COSIMOICO-MANAGING PARTNERD Control
LICOSATI, MICHAEL, COSIMOIMEMBERD Control
LICOSATI, MICHAEL, COSIMOIMEMBERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
WINSHIP, HENRY, WARDICO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
WINSHIP, HENRY, WARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
WINSHIP, HENRY, WARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Dec 10, 2025 REGISTERED

Notice Filings (4)

AZ CA ID TX

Address

12626 HIGH BLUFF DRIVE
SUITE 200
SAN DIEGO, CA 92130
United States
Phone: 858-356-6600