Pacific Equity Advisors LLC

Pacific Equity Advisors LLC provides discretionary portfolio management services to individual investors, including high‑net‑worth individuals, preparing individualized investment policy statements and implementing asset allocation, security selection, and ongoing portfolio monitoring. The firm reports roughly $268,000 in assets under management and charges asset‑based advisory fees billed in arrears.

The adviser combines cyclical and fundamental analysis and employs long‑term and short‑term trading approaches, including short sales, across a mix of mutual funds, equities, fixed income, ETFs (including precious‑metal sectors), hedge funds and private placements. Portfolios are managed under discretionary authority in accordance with each client’s investment policy statement, and the brochure discloses material risks such as the potential for substantial loss from short sales, illiquidity of private placements, and foreign‑security exposure.

Distinctively, the brochure explicitly lists high‑net‑worth individuals as client types while also describing an operational affiliation with an exempt reporting adviser that manages hedge funds; the firm states those hedge funds will not be offered to its advisory clients. The firm recommends Schwab Institutional for custody and discloses the potential receipt of research or other soft‑dollar benefits from custodians, while noting it does not participate in wrap programs or accept performance‑based fees.