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: 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 LLC that operates as a manager of both pooled private funds and separately managed accounts, serving individual/family and institutional clients. The firm is SEC-registered since 2003 and charges management fees plus performance-based fees. Its advisory remit covers portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. Pacifica also acts as sponsor, general partner, and managing member on pooled investment vehicles it runs. The firm is classified operationally as a multifaceted fund manager with activity in private equity and real estate fund strategies in addition to public market portfolio management. It does not identify as an active ESG investor.