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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pachira Investments Inc
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|---|---|
| CRD # | 164405 |
| SEC # | 801-77136 |
| CIK # | 0001563634 |
| AUM | $291.8 M (2025-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 949-558-3898 |
| Address | 24941 Dana Point Harbor Drive Dana Point, CA 92629 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Impinj Inc | 2.3 | ||
| Lockheed Martin Corp | 2.2 | ||
| iShares Bitcoin Trust | 2.0 | ||
| Microsoft Corp | 1.7 | ||
| Amazon Com Inc | 1.2 | ||
| Costco Wholesale Corp /NEW | 1.1 | ||
| Nvidia Corp | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 89.8 |
| (b) Individuals (high net worth individuals) | 116 | 197.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 4.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 694 | 291.8 |
| By Discretionary | ||
| Discretionary | 645 | 245.9 |
| Non-Discretionary | 49 | 45.9 |
| Total | 694 | 291.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 290.2 | |
| Total | 694 | 291.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001563634] |
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