Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
50.58%
Number of High-Net-Worth Clients
142
Total Client Accounts
1,447
Discretionary Accounts
1,431
Non-Discretionary Accounts
16
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
SEC CRD Number
148834
FORM ADV PART 2A (2026-01-22)
(fee schedule source)
· View brochure text
Pacifica Partners Capital Management's Form ADV discloses 1.25% on the first $1 million, 1.00% on the next $1 million, 0.85% on the next $3 million, and 0.60% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #148834), Pacifica Partners Capital Management is subject to fiduciary duty under federal law.
Pacifica Partners Capital Management serves 142 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, Pacifica Partners Capital Management offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
Pacifica Partners Capital Management manages $316 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, Pacifica Partners Capital Management serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓