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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

PACIFIC EDGE ADVISORS, LLC

CRD 283628

CORONA DEL MAR, 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:fc8be2f0-0963-ea80-ef0c-2171a47ea409

Data as of Mar 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
On other graphs: 1
Observed: May 16, 2016 to Mar 18, 2021
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Pacific Edge Advisors, LLC

Intermediary · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $521MItem 5.F on the latest filing (2021-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $509M
Private client RAUM: $403MderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 229
High net worth clients: 25
SEC number: 801-107861
CRD: 283628
Filings on the tape: 17
First filed: May 16, 2016
Latest filed: Mar 18, 2021
Organised: Limited Liability Company, California

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
BENAVIDEZ, HEIDI, HAINES	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	D	yes	06/2016	May 16, 2016	Mar 18, 2021
EMMES, DAVID, MICHAEL	MANAGING PARTNER	D	yes	09/2016	Sep 7, 2016	Mar 18, 2021

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
2020	Mar 18, 2021	$521M	$509M	3	2	0	n/a	n/a
2019	Mar 27, 2020	$404M	$403M	3	2	0	n/a	n/a
2018	Mar 27, 2019	$342M	$342M	3	2	0	n/a	n/a
2017	Mar 30, 2018	$252M	$252M	3	2	0	n/a	n/a
2016	Jan 24, 2017	$97.0M	$97.0M	2	2	n/a	n/a	n/a

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
2020	$521M	$404M	28.8%	$252M	27.4%	3	3	0	0

Relationships

Controls (2)

← EMMES, DAVID, MICHAELOwnerMANAGING PARTNER, ownership code D, individual
Sep 7, 2016 to presentfactForm ADV
← BENAVIDEZ, HEIDI, HAINESOwnerMANAGING PARTNER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
May 16, 2016 to presentfactForm ADV

Dated events

Occurred
Mar 18, 2021
Regulatory AUM changed
Pacific Edge Advisors, Llc reported RAUM $520.9M, up 29% from $404.4M (2020-06-29 to 2021-03-18)
Form ADVobserved 4 days ago
$116M
Occurred
Mar 30, 2018
Regulatory AUM changed
Pacific Edge Advisors, Llc reported RAUM $251.7M, up 145% from $102.9M (2017-03-09 to 2018-03-30)
Form ADVobserved 4 days ago
$149M
Occurred
May 16, 2016
First Form ADV filing
Kite Investments Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc8be2f0-0963-ea80-ef0c-2171a47ea409
First observed: May 16, 2016
Last observed: Mar 18, 2021 67 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 EDGE ADVISORS, LLC

CRD 283628

CORONA DEL MAR, 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:fc8be2f0-0963-ea80-ef0c-2171a47ea409

Data as of Mar 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:33 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENAVIDEZ, HEIDI, HAINES

MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

yes

06/2016

May 16, 2016

Mar 18, 2021

EMMES, DAVID, MICHAEL

MANAGING PARTNER

yes

09/2016

Sep 7, 2016

Mar 18, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 18, 2021

$521M

$509M

n/a

2019

Mar 27, 2020

$404M

$403M

n/a

2018

Mar 27, 2019

$342M

n/a

2017

Mar 30, 2018

$252M

n/a

2016

Jan 24, 2017

$97.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$521M

$404M

28.8%

$252M

27.4%