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Pacifica Partners Capital Management Inc
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CRD # | 162313 |
SEC # | 801-75541 |
CIK # | |
AUM | $85.3 MM (2024-01-10) |
Employees | 9 (56% Investors, 0% Brokers) |
Phone | 877-576-8908 |
Address | Suite 213 Surrey, Canada |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 176 | 16.3 |
(b) Individuals (high net worth individuals) | 60 | 69.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 388 | 85.3 |
By Discretionary | ||
Discretionary | 370 | 82.5 |
Non-Discretionary | 18 | 2.8 |
Total | 388 | 85.3 |
By Non-United States Persons | ||
Non-United States Persons | 78.5 | |
United States Persons | 6.8 | |
Total | 388 | 85.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Scott Conyers Capital Management Inc
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|
OR | 0.1 |
Lyon Capital Management LLC
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|
NY | 0.1 |
RPM Capital Management LLC
✚
|
NY | 0.1 |
Newman Ladd Capital Advisors LLC
✚
|
NY | 0.1 |
Rubin Overseas Ltd
✚
|
0.1 | |
Gilbert Financial LLC
✚
|
NY | 0.1 |
Fox Financial Services Inc
✚
|
NY | 0.1 |
Wellington-Altus USA Inc
✚
|
0.1 | |
Milagre Wealth Management Inc
✚
|
NY | 0.1 |
Craft Asset Management LLC
✚
|
FL | 0.1 |