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CRD#: 291967
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

PACIFIC EQUITY PARTNERS PTY LIMITED is located at Level 31, 126 Phillip Street, Sydney, Nsw, null 2000. PACIFIC EQUITY PARTNERS PTY LIMITED has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PACIFIC EQUITY PARTNERS PTY LIMITED’s clients are individuals and 0% of their clients are high net worth individuals. PACIFIC EQUITY PARTNERS PTY LIMITED has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PACIFIC EQUITY PARTNERS PTY LIMITED are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PACIFIC EQUITY PARTNERS PTY LIMITED‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PACIFIC EQUITY PARTNERS PTY LIMITED. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for PACIFIC EQUITY PARTNERS PTY LIMITED Comes From

Understanding the Statistics for PACIFIC EQUITY PARTNERS PTY LIMITED and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Level 31 126 Phillip Street, Sydney, Nsw, 2000
Phone Number
61 2 82382600
Related websites
https://au.linkedin.com/company/pacific-equity-partners
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
KONG, WAI, SUMCHIEF OPERATING OFFICER/SECRETARY, PACIFIC EQUITY PARTNERS PTY LTD11/19986035988
GARDELL, JAN, RICKARD ROLFDIRECTOR, PACIFIC EQUITY PARTNERS PTY LIMITED04/19986035997
PILLAR, SIMON, DAVIDDIRECTOR, PACIFIC EQUITY PARTNERS PTY LIMITED04/19986035990
SIMS, TIMOTHY, JAMESDIRECTOR, PACIFIC EQUITY PARTNERS PTY LIMITED04/19986036006
GARDELL INVESTMENTS PTY LIMITEDSHAREHOLDER, PACIFIC EQUITY PARTNERS PTY LIMITED04/1998
CHURCHTOWN INVESTMENTS PTY LIMITEDSHAREHOLDER, PACIFIC EQUITY PARTNERS PTY LIMITED04/1998
PILLAR INVESTMENTS PTY LIMITEDSHAREHOLDER, PACIFIC EQUITY PARTNERS PTY LIMITED04/1998
PEPSTOCK PTY LIMITEDSHAREHOLDER, PACIFIC EQUITY PARTNERS PTY LIMITED04/1998
DUTHIE, ANTONY, JOHNDIRECTOR, PACIFIC EQUITY PARTNERS PTY LIMITED10/20176928777

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Advisor's working at PACIFIC EQUITY PARTNERS PTY LIMITED

LP
AdvisorCheck Check Mark

Louis D Paster

IAR
RR
CRD#: 2253213
Location:
Chicago, IL 60606
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
32 years
View Profile
Bruce Robert Parmenter JR
AdvisorCheck Check Mark

Bruce Robert Parmenter JR

Bruce Robert Parmenter
IAR
RR
CRD#: 4921097
Location:
Southgate, MI 48195
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
20 years
View Profile
Stacey Stephenson Hyde
AdvisorCheck Check Mark

Stacey Stephenson Hyde

IAR
CRD#: 2656216
CFP®: Certified Financial Planner
Location:
Memphis, TN 38137
Company:
ENVISION FINANCIAL PLANNING, LLC
Disclosures:
Experience:
30 years
View Profile
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