Pachira Investments, Inc.
● SEC registered since 2012CRD 164405SEC# 801-77136Dana Point, CA
Reg. AUM
$343.9M
Employees
5
Accounts
786
Location
Dana Point, CA
Pachira Investments, Inc. assets under management
Pachira Investments, Inc. is an investment advisory firm registered with the SEC based in Dana Point, CA. The firm has been registered since 2012. It reports $343.9 million in regulatory assets under management and employs 5 people.
Pachira Investments, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Todd Cedergreen Control | President & Chief Compliance Officer | 10-25% | 2005 |
| Melissa Angelique Clark Control | Corporate Secretary | Under 5% | 2005 |
| Raymond Musset Clark Control | Founder & Chief Executive Officer | Over 75% | 2005 |
Frequently asked questions
How much does Pachira Investments, Inc. manage?
Pachira Investments, Inc. reports $343.9 million in regulatory assets under management on its Form ADV.
How many employees does Pachira Investments, Inc. have?
Pachira Investments, Inc. reports 5 employees.
Where is Pachira Investments, Inc. located?
Pachira Investments, Inc. is based in Dana Point, CA and has been SEC-registered since 2012.
Does Pachira Investments, Inc. disclose fund performance?
Pachira Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629 |
| Phone | 949-558-3898 |
| Fax | 949-558-3901 |
| Office hours | 7a.m.-4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$343.9M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$343.9Mregulatory AUM
Discretionary $300.8MNon-discretionary $43.1M