Allocator Index · CRD 295178

PASADENA PRIVATE WEALTH, LLC

Pasadena, CA · 626-993-9300 · pasadenaprivatewealth.com

SEC IAPD record ↗

Fit score

98

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

255

Other individuals

177

HNW assets

$1.01B

Total AUM

$1.62B

Employees

19

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
PASADENA PRIVATE REAL ESTATE FUND 1 LPReal Estate Fund$29.6M
PASADENA PRIVATE REAL ESTATE FUND 2 LPReal Estate Fund$19.5M
PASADENA PRIVATE LENDING, INC.Other Private Fund$48.4M
PPW CREDIT OPPORTUNITIES FUND I LPOther Private Fund$26.7M
SOCAL CATALYST FUND I, LPVenture Capital Fund$5.7M
PASADENA PRIVATE EQUITY FUND 1 LP EARLY STAGEPrivate Equity Fund$1.5M