HW
Henry W. Winship
PACIFIC POINT ADVISORS
RANCHO SANTA FE, CA 92091
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CRD#: 2828208
HW
Professional summary
Henry Ward Winship IV, who also goes by Henry (jay) Ward Winship IV, Jay Winship, is a registered financial advisor currently at PACIFIC POINT ADVISORS, LLC located in Rancho Santa Fe, California.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Henry has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Henry (jay) Ward Winship Iv | Jay Winship
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Mr. Winship acts as the managing member of Pacific Point Capital, LLC ("Pacific Point") which acts as the general partner, of the Pacific Point Realty Fund, LLC, the Pacific Point Fund I, LP and the Pacific Point HEC Fund, LLC (collectively, the "Pacific Point Funds"). The address of Pacific Point is 16236 San Dieguito Rd., St. 5-14, Rancho Santa Fe, California 92067 and the business is investment related. T Mr. Winship devotes approximately over 80 hours per month to Pacific Point and the Pacific Point Funds, though this number can vary significantly depending on the responsibilities required of Mr. Winship as managing member of Pacific Point. On a weekly basis the time devoted to these activities during securities trading hours can vary between 25% and 100% of Mr. Winship's time depending on the number of active investments in the Pacific Point Funds. From time to time, Mr. Winship may offer clients advice or products related to the Pacific Point Funds. 2) In connection with the Pacific Point and the Pacific Point Funds, Mr. Winship also holds a California real estate broker license. Mr. Winship first received his real estate broker license on September 26, 2011. However, Mr. Winship's activities with his California real estate brokers license are minimal and he spends between 0 - 2 hours per month with respect to this other business activity. Mr. Winship is also the sole director and shareholder of Pacific Point Capital, Inc., which also holds a California real estate brokers license since November 26, 2013. Pacific Point Capital, Inc., receives the loan origination, loan servicing and other real estate related fees earned in connection with the Pacific Point Funds. This business activity is ancillary to Mr. Winship's position as managing member of Pacific Point. 3) Henry W. Winship serves on the Board of Bunge Limited (NYSE: BG) and as the Chairman of the Audit Committee, this position is not investment-related. Bunge is a world leader in sourcing, processing and supplying oilseed and grain products and ingredients. Mr. Winship has held this position since 2018. Mr. Winship's time commitment can range anywhere between from 10-20 hours per month to this activity. On a weekly basis the time devoted to this activity can vary between 10% and 100% of Mr. Winship's time depending on the demands made of him as a board member. Mr. Winship earns customary compensation in the form of cash and equity in the company for his Board service.
CRS (Client Relationship Summary) - RIA
Click below to view Henry Ward Winship IV's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 13, 2020 - Present
PACIFIC POINT ADVISORS, LLC
Office #1: 16236 San Dieguito Road Suite 4-21, #9491, Rancho Santa Fe, CA 92091RIA
CRD#: 310731
RANCHO SANTA FE, CA
Past
August 27, 2018 - February 13, 2019
PACIFIC POINT CAPITAL, LLC
RIA
CRD#: 297105
RANCHO SANTA FE, CA
Past
April 28, 1998 - September 8, 2005
RA CAPITAL ADVISORS LLC
BD
CRD#: 40992
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PACIFIC POINT ADVISORS, LLC
ALDER CAPITAL | PACIFIC POINT WEALTH MANAGEMENT, LLC | PACIFIC POINT ADVISORS, LLC | AXXCESS WEALTH PARTNERS, LLC | AXXCESS WEALTH PARTNERS
CRD#: 310731 / SEC#: 801-126183
RIA
Registered Investment Advisory firm - (7/22/2022 Approved)California
Registered Investment Advisory firm - (10/28/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/13/2020)
IAR
Idaho(3/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PP
PACIFIC POINT ADVISORS, LLC
ALDER CAPITAL | PACIFIC POINT WEALTH MANAGEMENT, LLC | PACIFIC POINT ADVISORS, LLC | AXXCESS WEALTH PARTNERS, LLC | AXXCESS WEALTH PARTNERS
CRD#: 310731 / SEC#: 801-126183
RIA
Registered Investment Advisory firm - (7/22/2022 Approved)California
Registered Investment Advisory firm - (10/28/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16236 San Dieguito Road Suite 4-21, #9491, Rancho Santa Fe, CA 92091
Mailing Address
16236 San Dieguito Road Suite 4-21, Po Box 9491, Rancho Santa Fe, CA 92067
Phone number
(858) 356-6600
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 345,593,631 |
Red Flags
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