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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PACIFIC POINT ADVISORS, LLC

CRD 310731

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5ef505c-f155-5bcd-d7ab-414c48bcbfd5

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 0
Observed: Jun 24, 2022 to Jul 10, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.22 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $390MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $390M
Private client RAUM: $302MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $64.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 241
Individual clients: 8
High net worth clients: 76
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $31.1M
SEC number: 801-126183
CRD: 310731
Filings on the tape: 14
First filed: Jun 24, 2022
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HENRY WARD WINSHIP	Chartered Financial Analyst	SAN DIEGO, CA	5	28	1	no
MICHAEL COSIMO LICOSATI	n/a	SAN DIEGO, CA \| RANCHO SANTA FE, CA	5	24	1	no
BRANDON JAMES HEALY	Certified Financial Planner	SAN DIEGO, CA	5	11	2	no
KYLE ANDREW SPIEWAK	n/a	SAN DIEGO, CA	1	10	3	no
Grace Leslee Hansen	n/a	SAN DIEGO, CA	0	10	n/a	no
JAGDISH (JAY) N. SITLANI	Chartered Financial Analyst	SAN DIEGO, CA	0	28	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ALDER CAPITAL PARTNERS I, L.P.	Other Private Fund	$29.8M	Aug 29, 2024	16	Mar 30, 2012	reported	021-44819
PACIFIC POINT CO-INVEST I LLC	Other Private Fund	$25.0M	Aug 29, 2024	3	Jun 24, 2022	reported	021-449439
PPWM FUND I LLC	Other Private Fund	$7.0M	Aug 29, 2024	13	Jun 24, 2022	reported	021-429127

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LICOSATI, MICHAEL, COSIMO	CO-MANAGING PARTNER	D	yes	08/2020	Jun 24, 2022	Aug 29, 2024
WINSHIP, HENRY, WARD	CO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	D	yes	08/2020	Jun 24, 2022	Aug 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AXXCESS WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$8.9B	N	no	n/a
HENRY WARD WINSHIP IV	n/a	n/a	n/a	Y	yes	n/a
PACIFIC POINT CAPITAL INC.	n/a	n/a	n/a	N	yes	n/a
PACIFIC POINT CAPITAL LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$390M	$390M	9	6	0	2	n/a
2024	Mar 17, 2025	$346M	$346M	10	4	1	2	n/a
2023	Mar 27, 2024	$212M	$212M	8	5	1	3	$61.8M
2022	Mar 30, 2023	$148M	$148M	8	5	1	3	$59.0M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	16.7%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$390M	$346M	12.7%	$148M	37.9%	9	10	0	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PACIFIC POINT CAPITAL, LLC	2	Feb 13, 2019	Jan 20, 2026	RANCHO SANTA FE, CA	Team lift out	Other	100.0%

Relationships

Affiliated with (1)

→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser
factForm ADV

Registered with (8)

← JAGDISH (JAY) N. SITLANIAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← Grace Leslee HansenAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← KYLE ANDREW SPIEWAKAdvisorregistration: current employment
Apr 1, 2025 to presentfactForm ADV
← BRANDON JAMES HEALYAdvisorregistration: current employment
Jul 20, 2021 to presentfactForm ADV
← HENRY WARD WINSHIPAdvisorregistration: current employment
Nov 13, 2020 to presentfactForm ADV
← MICHAEL COSIMO LICOSATIAdvisorregistration: current employment
Nov 13, 2020 to presentfactForm ADV
← TIMOTHY SCOTT NYLANDAdvisorregistration: previous registration
Sep 28, 2022 to Mar 25, 2026factForm ADV
← Cole H WinshipAdvisorregistration: previous registration
Feb 27, 2022 to May 21, 2024factForm ADV

Advises (3)

→ PPWM FUND I LLCPrivate fundOther Private Fund, IA
Jun 24, 2022 to presentfactForm ADV
→ ALDER CAPITAL PARTNERS I, L.P.Private fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ PACIFIC POINT CO-INVEST I LLCPrivate fundOther Private Fund, IA
Jun 24, 2022 to presentfactForm ADV

Controls (2)

← WINSHIP, HENRY, WARDOwnerCO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 24, 2022 to Aug 29, 2024factForm ADV
← LICOSATI, MICHAEL, COSIMOOwnerCO-MANAGING PARTNER, ownership code D, individual
Jun 24, 2022 to Aug 29, 2024factForm ADV

Dated events

Occurred
Mar 25, 2026
Advisor changed firm
Timothy Scott Nyland left Pacific Point Advisors, Llc for Synergy Asset Management, Llc (registered 2026-07-02)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2025
Regulatory AUM changed
Pacific Point Advisors, Llc reported RAUM $345.6M, up 63% from $212.2M (2024-08-29 to 2025-03-17)
Form ADVobserved 5 days ago
$133M
Occurred
May 21, 2024
Advisor changed firm
Cole H Winship left Pacific Point Advisors, Llc for Commonwealth Financial Network (registered 2026-04-20)
Form ADVobserved 5 days ago
Occurred
Jun 24, 2022
First Form ADV filing
Pacific Point Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5ef505c-f155-5bcd-d7ab-414c48bcbfd5
First observed: Jun 24, 2022
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PACIFIC POINT ADVISORS, LLC

CRD 310731

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5ef505c-f155-5bcd-d7ab-414c48bcbfd5

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HENRY WARD WINSHIP

Chartered Financial Analyst

SAN DIEGO, CA

MICHAEL COSIMO LICOSATI

n/a

SAN DIEGO, CA | RANCHO SANTA FE, CA

BRANDON JAMES HEALY

Certified Financial Planner

SAN DIEGO, CA

KYLE ANDREW SPIEWAK

n/a

SAN DIEGO, CA

Grace Leslee Hansen

n/a

SAN DIEGO, CA

n/a

JAGDISH (JAY) N. SITLANI

Chartered Financial Analyst

SAN DIEGO, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ALDER CAPITAL PARTNERS I, L.P.

Other Private Fund

$29.8M

Aug 29, 2024

Mar 30, 2012

reported

021-44819

PACIFIC POINT CO-INVEST I LLC

Other Private Fund

$25.0M

Aug 29, 2024

Jun 24, 2022

reported

021-449439

PPWM FUND I LLC

Other Private Fund

$7.0M

Aug 29, 2024

Jun 24, 2022

reported

021-429127

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LICOSATI, MICHAEL, COSIMO

CO-MANAGING PARTNER

yes

08/2020

Jun 24, 2022

Aug 29, 2024

WINSHIP, HENRY, WARD

CO-MANAGING PARTNER, CHIEF COMPLIANCE OFFICER

yes

08/2020

Jun 24, 2022

Aug 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AXXCESS WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$8.9B

n/a

HENRY WARD WINSHIP IV

n/a

yes

n/a

PACIFIC POINT CAPITAL INC.

n/a

yes

n/a

PACIFIC POINT CAPITAL LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$390M

n/a

2024

Mar 17, 2025

$346M

n/a

2023

Mar 27, 2024

$212M

$61.8M

2022

Mar 30, 2023

$148M

$59.0M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$390M

$346M

12.7%

$148M

37.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PACIFIC POINT CAPITAL, LLC

Feb 13, 2019

Jan 20, 2026

RANCHO SANTA FE, CA

Team lift out

Other

100.0%