ION PACIFIC, INC.

CRD 328607File 801-131730

APPROVED

Custody

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$554.9M

Above cohort median (national)

Discretionary AUM

$554.9M

Clients

47 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jan 30, 2025
Principal office: 1639B ELECTRIC AVENUE, VENICE, CA, 90291
Phone: +1-714-408-4618
Website: https://ionpacific.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $554.9M
Discretionary AUM: $554.9M
Non-discretionary AUM: $0
Discretionary accounts: 47
Non-discretionary accounts: 0
Total accounts: 47
AUM per client: $11.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	47	$554.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.