Overview
Assets Under Management: $128 million
High-Net-Worth Clients: 95
Average Client Assets: $1.0 million
Frequently Asked Questions
PACIFICA PARTNERS CAPITAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #162313), PACIFICA PARTNERS CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
PACIFICA PARTNERS CAPITAL MANAGEMENT INC. serves 95 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 INC. offers financial planning and portfolio management for individuals. View all service details ↓
PACIFICA PARTNERS CAPITAL MANAGEMENT INC. manages $128 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, PACIFICA PARTNERS CAPITAL MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.67%
Average Client Assets: $1.0 million
Total Client Accounts: 414
Discretionary Accounts: 398
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 162313
Filing ID: 2044194
Last Filing Date: 2026-01-22 21:17:20