Pachira Investments Inc


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Pachira Investments Inc
CRD #164405
SEC #801-77136
AUM $211.8 MM (82% Disc, 100% US, 2020-02-05)
Employees5 (60% Investors, 0% Brokers)
Address24941 Dana Point Harbor Drive
Dana Point, CA 92629
Source [IAPD] [Website] [Instagram]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
VOO 25.6
IJR 24.2
IJH 24.2
LMT 104,380.0 0.8
VTI 0.7
JNJ 381,110.0 0.6
SCHB 0.5
MDY 0.3
MSFT 1,376,930.0 0.2
SCHM 0.2
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Trinity Financial Advisors LLC
IL 0.2
Bill OPP Fixed Income Advisory Service LLC
CO 0.2
Benchmark Investment Advisors LLC
IL 0.2
Windward Private Wealth Management Inc
KS 0.2
ODER Investment Management LLC
CA 0.2
Schieber Financial Group
OH 0.2
Concentrum Wealth Management LLC
CA 0.2
Quantum Capital Management Co
CA 0.2
Blue Spruce Global Advisors LLC
NJ 0.2
Calder Investment Advisors
MI 0.2
Terms of Service | Privacy Policy | User Guide