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| Keyboard |
| Pacifica Partners Capital Management Inc
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|---|---|
| CRD # | 162313 |
| SEC # | 801-75541 |
| CIK # | |
| AUM | 128.2 M (2026-01-22) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 877-576-8908 |
| Address | Suite 213 Surrey, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 37.6 |
| (b) Individuals (high net worth individuals) | 95 | 90.6 |
| (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 | 414 | 128.2 |
| By Discretionary | ||
| Discretionary | 398 | 124.8 |
| Non-Discretionary | 16 | 3.4 |
| Total | 414 | 128.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 88.7 | |
| United States Persons | 39.5 | |
| Total | 414 | 128.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lord and Richards Wealth Management LLC
✚
|
CO | 128.8 M |
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Pasnau Investment Management Inc
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128.8 M | |
|
Hudson Heritage Capital Management Inc
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NY | 128.7 M |
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Banta Asset Management LP
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|
Berkeley Capital Management LLC
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|
Broadhurst Financial Advisors Inc
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Indfin LLC
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128.4 M | |
|
YDFS Inc
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128.1 M | |
|
The Marin Group Inc
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GA | 128.1 M |
|
Harbor Hills Inc
✚
|
CA | 128.0 M |