AdvisorCensus / Financial advisors / California / Los Angeles / Ion Pacific, Inc.
Ion Pacific, Inc. is an SEC-registered investment advisory firm in Venice, CA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 17, 2026.
Quick answers
From the filingHow is Ion Pacific, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Ion Pacific, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Ion Pacific, Inc. located?
Ion Pacific, Inc.'s principal office is in Venice, CA, according to its Form ADV.
Is Ion Pacific, Inc. registered with the SEC or a state?
Ion Pacific, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328607.
How much does Ion Pacific, Inc. manage?
Ion Pacific, Inc. reports $554,895,487 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (100% discretionary).
How have Ion Pacific, Inc.'s assets and staff changed since 2025?
In the Form ADV data for Ion Pacific, Inc.: Regulatory assets under management: $483,070,141 in the October 2025 data and $554,895,487 in the October 2026 data, up 15%. Total employees: 19 in October 2025 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ion Pacific, Inc. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (47).
Does Ion Pacific, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328607
Does Ion Pacific, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "In general, the minimum initial investment in a Fund is $ 1 million, although lesser amounts may be accepted at the discretion of a Fund’s General Partner."
What changed in Ion Pacific, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $483,070,141 to $554,895,487 (+15%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, the minimum initial investment in a Fund is $ 1 million, although lesser amounts may be accepted at the discretion of a Fund’s General Partner.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$554,895,487 as of October 2026, filing dated July 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 20. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $554,895,487 | 20 | July 17, 2026 |
| October 2025 | $483,070,141 | 19 | March 28, 2025 |
Regulatory assets under management: $483,070,141 in the October 2025 data and $554,895,487 in the October 2026 data, up 15%.
Total employees: 19 in October 2025 and 20 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $483,070,141 to $554,895,487 (+15%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ion Pacific, Inc. (CRD 328607): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ion-pacific-inc-venice-ca-328607