PE
Pacific Equity Management, Inc
State-registered
Investment Adviser
CRD 163222
· SEC file 802-76242
· La Jolla, CA
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ADV data as of Mar 18, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2013 · $37.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pacific Equity Associates Ii, L.P. | Hedge Fund | Delaware | $21.0M | 6 |
| Pacific Equity Associates, A California Limited Partnership | Hedge Fund | California | $16.8M | 13 |
Private funds (2, $37.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pacific Equity Associates Ii, L.P. | Hedge Fund | $21.0M | $250K | 6 |
| Pacific Equity Associates, A California Limited Partnership | Hedge Fund | $16.8M | $2.0M | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗