Pacific Point Advisors, Llc
- Regulatory AUM
- $390M
- Discretionary
- $390M
- Clients
- 86
- Avg AUM / client
- $4.5M
- Accounts
- 241
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $2.5M | 0.64% |
| High net worth individuals | 76 | $300M | 76.9% |
| Pooled investment vehicles (non-investment companies) | 2 | $31.1M | 7.99% |
| Other investment advisers | Fewer than 5 clients | $56.3M | 14.4% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $61.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Alder Capital Partners I, L.P. | Other Private Fund | Delaware | $29.8M | 16 |
| Pacific Point Co Invest I Llc | Other Private Fund | Delaware | $25.0M | 3 |
| Ppwm Fund I Llc | Other Private Fund | Delaware | $7.0M | 13 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Henry Ward Winship | Co Managing Partner, Chief Compliance Officer | CFA | Aug 2020 (6y) | 50% – 75% |
| Michael Cosimo Licosati | Co Managing Partner | Aug 2020 (6y) | 50% – 75% | |
| Brandon James Healy | Registered representative | CFP | Jul 2021 (5y) | |
| Kyle Andrew Spiewak | Registered representative | Apr 2025 (1y) | ||
| Grace Leslee Hansen | Registered representative | Jan 2026 (1y) | ||
| Jagdish (Jay) N. Sitlani | Registered representative | CFA | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $61.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Alder Capital Partners I, L.P. | Other Private Fund | $29.8M | $100K | 16 |
| Pacific Point Co Invest I Llc | Other Private Fund | $25.0M | $1.0M | 3 |
| Ppwm Fund I Llc | Other Private Fund | $7.0M | $100K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.44 MB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Market timing services
Custody
Reported custodians
- Charles Schwab & Co. $292M (75% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗