Pacifica Partners Capital Management

Overview

Pacifica Partners Capital Management is an independent registered investment adviser that has operated since 2009. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles and institutional/business accounts. Ownership is described as a mix of foreign entity and individual ownership, and the firm does not act as a capital allocator; it allocates to third‑party managers when alternative exposure is required. Investment approach tilts toward equities and liquid, exchange‑traded instruments, with an active ESG orientation embedded in manager selection and portfolio screening. Pacifica combines separate account strategies with pooled vehicles and uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees) to accommodate different client needs. The firm is not structured as a multi‑state adviser and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices