East Pacific Investment Co Inc (Honolulu)


East Pacific Investment Co Inc is a large advisory firm based in Honolulu. It manages $112.52 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Hawaii.

East Pacific Investment provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and performance monitoring. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

East Pacific Investment: assets under management

The assets under management (AUM) of East Pacific Investment Co Inc is $112.52 million. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $103.59 million in discretionary accounts and $8.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.8 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.28 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay East Pacific Investment Co Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Honolulu

The principal office where East Pacific Investment Co Inc performs its advisory services is located at 2414 Makiki Heights Dr., Honolulu, HI 96822 The mailing address of the firm is Po Box 61997, Honolulu, HI 96839. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-528-0056 or by fax 808-521-8969. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.