Pacifica Partners Capital Management Inc.

Overview

Pacifica Partners Capital Management Inc. is an independent registered investment adviser that serves individual and family clients with fee models that include percentage of AUM, hourly charges and fixed fees. The firm runs financial planning and discretionary portfolio management for individuals and small businesses, and reports an active approach to ESG integration. Its practice appears equity‑oriented, emphasizing exchange‑traded equities while blending mutual funds and alternatives for diversification. Pacifica uses third‑party managers for real estate allocations and positions mutual funds and ETFs alongside direct stock holdings to build multi‑style, multi‑vehicle portfolios. The firm’s regulatory history shows SEC registration since 2012 and a business model focused on providing tailored advice rather than acting as a capital allocator or pension consultant. Custody and trading flow are centralized through Charles Schwab & Co., Inc., suggesting a custodial relationship that supports both individual accounts and separately managed strategies.

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Location & Offices