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PACIFIC SPIRIT INVESTMENTS LP
CRD 331583
2223 AVENIDA DE LA PLAYA, SUITE 206, LA JOLLA, CA, 92037, United States
Phone
1-858-775-9770
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.5M
Discretionary AUM
$19.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $3.2M |
| High net worth individuals | 6 | $16.3M |
All web addresses on file
Official SEC filing: View on IAPD