SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Overview

Sitka Pacific Capital Management, LLC is a small, equity-oriented registered investment adviser that manages discretionary portfolios for both individuals/families and institutional clients. The firm favors exchange-traded equities as its primary building block and combines that equity focus with traditional mutual fund holdings and third-party alternative real estate exposure. Its advisory services are delivered through a mix of percentage-of-AUM and fixed-fee arrangements, with portfolio management offered to individuals, small businesses and institutions. Investment activity centers on active equity management complemented by external real estate allocations. Custody relationships with Interactive Brokers and Charles Schwab suggest the firm trades exchange-listed securities directly and can access a broad set of ETFs and U.S-listed names. The adviser does not identify as an ESG investor and is not positioned as a multi-state or pension consultant specialist; its emphasis is straightforward portfolio management rather than institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices