Pacifica Capital Investments

RIASEC RegisteredEst. 2003

Total AUM

$748M

Discretionary

$748M

100% of AUM

Avg account

$2.7M

Accounts

277

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 125790
Registered since: May 16, 2003
Website: www.pacificacapital.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI77.06%
Pooled Investment Vehicles17.65%
Individuals2.58%
Charitable Organizations2.53%
Pension & Profit Sharing Plans0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pacifica Capital Investments is an SEC-registered LLC that has been advising clients since 2003. The firm operates as a multifaceted fund manager with activity in private equity and real estate funds alongside portfolio management for individual, family and institutional clients. Its advisory services cover separately managed accounts and pooled investment vehicles, and it serves both individuals/small businesses and larger entities. Pacifica charges asset-based fees and also collects performance-linked compensation on some mandates. The firm serves as sponsor, general partner and managing member of pooled investment vehicles, and it does not position itself as an active ESG investor.