|
⚲
|
| Keyboard |
| Pacifica Capital Investments LLC
✚
|
|
|---|---|
| CRD # | 125790 |
| SEC # | 801-62010 |
| CIK # | 0001486713 |
| AUM | 747.6 M (2026-04-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-337-5521 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001486713 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Five Below Inc | 49.2 | ||
| Build A Bear Workshop Inc | 37.7 | ||
| Academy Sports & Outdoors Inc | 24.6 | ||
| Starbucks Corp | 22.1 | ||
| Nike Inc | 17.3 | ||
| Rentokil Initial PLC /FI | 14.6 | ||
| Floor & Decor Holdings Inc | 11.4 | ||
| Goldman Sachs Group Inc | 6.9 | ||
| American Express Co | 5.4 | ||
| KURA Sushi USA Inc | 3.0 | ||
| CNA Financial Corp | 1.1 | ||
| Wells Fargo & Co/MN | 0.6 | ||
| ACCO Brands Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | RAF Pacifica Opportunity Texas Fund VIII LLC | [2026-03-24] | 3.2 M | 4.4 M |
| Filed 2025-05-19 (D) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| RE | RAF Pacifica Group - Real Estate Fund VI LLC | 2022-03-09 | 20.0 M | |
| RE | RAF Pacifica - Texas Fund V LLC | 2022-03-09 | 1.0 M | |
| RE | Pacifica Seattle Fund I LLC | 2020-03-12 | 2.2 M | |
| RE | RAF Pacifica Group - Real Estate Fund IV LLC | 2019-03-11 | 26.5 M | |
| RE | RAF Pacifica Opportunity Loan Fund I LLC | 2019-03-11 | 7.5 M | |
| RE | Pacifica Real Estate Senior Living Fund I LLC | 2018-03-15 | 15.3 M | |
| RE | RFA Pacifica Group - Real Estate Fund III LLC | 2018-03-15 | 4.4 M | |
| RE | Pacifica Real Estate Santa Barbara Fund I LLC | 2017-03-29 | 2.7 M | |
| RE | RAF Pacifica Group - Development Fund I LLC | [2017-03-29] | 14.7 M | |
| Offered $20,000,000 · Filed 2016-06-28 (D) · Exemption 506(b) · Minimum $250,000 · Remaining $5,317,700 · Duration More than one year · Revenue No Revenues | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 19.3 |
| (b) Individuals (high net worth individuals) | 87 | 576.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 132.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 18.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 747.6 |
| By Discretionary | ||
| Discretionary | 277 | 747.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 277 | 747.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 747.6 | |
| Total | 277 | 747.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Matthew Burton | Executive Officer | 11 | 3 | |
| Adam Robinson | Executive Officer | 33 | 2 | |
| Steven Leonard | Executive Officer | 19 | 2 | |
| Cynthia Leonard | Executive Officer | 2 | 2 | |
| Blake Isaacson | Executive Officer | 1 | 1 | |
| Kari Lambert | Executive Officer | 1 | 1 | |
| Adrienne Schmidt | Executive Officer | 1 | 1 | |
| Andrew Carpiac | Executive Officer | 1 | 1 | |
| Co Steven C Leonard Pacifica Capital Investments LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001486713] | |
| SC 13G | [0001486713] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vantage Financial Partners LLC
✚
|
WI | 1,023.4 M |
|
Fortitude Family Office LLC
✚
|
AZ | 1,000.1 M |
|
Castellan Group LLC
✚
|
KY | 882.2 M |
|
Bernardo Wealth Planning LLC
✚
|
PA | 866.4 M |
|
Canton Hathaway LLC
✚
|
RI | 866.1 M |
|
Mainsail Asset Management LLC
✚
|
AL | 598.8 M |
|
Las Olas Capital Advisors LLC
✚
|
FL | 551.9 M |
|
Eight 31 Financial LLC
✚
|
TX | 532.4 M |
|
Iron Financial LLC
✚
|
IL | 489.2 M |
|
Valiant Wealth LLC
✚
|
IA | 423.1 M |