PACIFIC EDGE ADVISORS, LLC

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Pacific Edge Advisors is based out of Corona Del Mar. Pacific Edge Advisors is a large advisory firm with 17 clients and discretionary assets under management (AUM) of $251,669,929 (Form ADV from 2018-03-30). Their last reported 13F filing for Q4 2018 included $157,048,000 in managed 13F securities and a top 10 holdings concentration of 73.61%. Pacific Edge Advisors's largest holding is Schwab U.S. Large-Cap ETF with shares held of 558,848. Whalewisdom has at least 5 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $157.048 Million
  • Prior Market Value $181.146 Million
  • New Purchases9 stocks
  • Additional Purchases5 stocks
  • Sold out of5 stocks
  • Reduced holdings in20 stocks
  • Top 10 Holdings % 73.61 %
  • Turnover % [1]:32.56%
  • Turnover Alt % [2]: 35.38 %
  • Time Held Top20:1.75 quarters
  • Time Held Top10:2.10 quarters
  • Time Held All:2.30 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PACIFIC EDGE ADVISORS, LLC
2101 E. COAST HWY, SUITE 215
CORONA DEL MAR CA    92625
Country: United States

Business Phone: (949) 718-4527
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 17
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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