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PACIFIC GENERAL

NEW YORK, NY · CRD 318577 · IAPD ↗ · 646-470-7631

$25.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
January 2025 — PACIFIC GENERAL (NEW YORK, NY) left the SEC roster (was $25.0M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.