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| Pachira Investments Inc
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|---|---|
| CRD # | 164405 |
| SEC # | 801-77136 |
| CIK # | 0001563634 |
| AUM | 343.9 M (2026-03-06) |
| 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] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001563634 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lockheed Martin Corp | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| Nvidia Corp | 2.6 | ||
| Apple Inc | 2.6 | ||
| Impinj Inc | 2.6 | ||
| Amazon Com Inc | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 83.3 |
| (b) Individuals (high net worth individuals) | 174 | 256.9 |
| (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 | 6 | 3.6 |
| (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 | 786 | 343.9 |
| By Discretionary | ||
| Discretionary | 736 | 300.8 |
| Non-Discretionary | 50 | 43.1 |
| Total | 786 | 343.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 342.0 | |
| Total | 786 | 343.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001563634] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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