# Pacific Spirit Investments LP

> Pacific Spirit Investments LP is a state-registered investment advisory firm in La Jolla, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 331583
- Filed as: PACIFIC SPIRIT INVESTMENTS LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331583
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-spirit-investments-lp-la-jolla-ca-331583

## Quick answers

**How is Pacific Spirit Investments LP compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Spirit Investments LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pacific Spirit Investments LP located?**
Pacific Spirit Investments LP's principal office is in La Jolla, CA, according to its Form ADV.

**Is Pacific Spirit Investments LP registered with the SEC or a state?**
Pacific Spirit Investments LP is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331583.

**How much does Pacific Spirit Investments LP manage?**
Pacific Spirit Investments LP reports $19,461,194 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Pacific Spirit Investments LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (6).

**Does Pacific Spirit Investments LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331583

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $19,461,194
- Discretionary: $19,461,194
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $3,199,167 |
| High net worth individuals | 6 | $16,262,027 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pacificspiritinvestments.com](https://pacificspiritinvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Spirit Investments LP (CRD 331583): Form ADV filing data as of October 2026.