{
  "crd_number": 328607,
  "slug": "ion-pacific-inc-venice-ca-328607",
  "primary_business_name": "ION PACIFIC, INC.",
  "legal_name": "ION PACIFIC, INC.",
  "dbas": [],
  "city": "Venice",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-30",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-17",
  "carried_forward": false,
  "raum_total": 554895487.0,
  "raum_discretionary": 554895487.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 20,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 554895487.0,
      "count": 47
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ionpacific.com",
    "https://linkedin.com/company/ion-pacific"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328607",
  "city_as_filed": "VENICE",
  "url": "https://advisorcensus.com/firm/ion-pacific-inc-venice-ca-328607",
  "display_name": "Ion Pacific, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Ion Pacific, Inc. (CRD 328607): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Ion Pacific, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "Where is Ion Pacific, Inc. located?",
      "a": "Ion Pacific, Inc.'s principal office is in Venice, CA, according to its Form ADV."
    },
    {
      "q": "Is Ion Pacific, Inc. registered with the SEC or a state?",
      "a": "Ion Pacific, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328607."
    },
    {
      "q": "How much does Ion Pacific, Inc. manage?",
      "a": "Ion Pacific, Inc. reports $554,895,487 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ion Pacific, Inc.'s assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Ion Pacific, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (47)."
    },
    {
      "q": "Does Ion Pacific, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Ion Pacific, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Ion Pacific, Inc.'s recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 483070141.0,
      "total_employees": 19,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 554895487.0,
      "total_employees": 20,
      "filing_date": "2026-07-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $483,070,141 to $554,895,487 (+15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ion-pacific-inc-venice-ca-328607.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 47,
      "fewer_than_5": false,
      "raum": 554895487.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328607",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}