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| Pacifica Partners Inc
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|
|---|---|
| CRD # | 148834 |
| SEC # | 801-69785 |
| CIK # | 0001799900 |
| AUM | $252.1 M (2025-03-19) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 604-576-8908 |
| Address | Suite 213 Surrey, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.1 | ||
| Apple Inc | 11.9 | ||
| Amazon Com Inc | 10.5 | ||
| Alphabet Inc | 10.1 | ||
| Cameco Corp | 8.4 | ||
| Applied Materials Inc /DE | 7.8 | ||
| VISA Inc | 6.8 | ||
| Brookfield Asset Management Inc | 6.5 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Johnson & Johnson | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Pacifica Partners Tactical Balanced Fund | 2016-11-01 | 34.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 70.7 |
| (b) Individuals (high net worth individuals) | 112 | 117.6 |
| (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 | 1 | 34.9 |
| (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 | 27 | 29.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,392 | 252.1 |
| By Discretionary | ||
| Discretionary | 1,371 | 248.0 |
| Non-Discretionary | 21 | 4.1 |
| Total | 1,392 | 252.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 208.4 | |
| United States Persons | 43.7 | |
| Total | 1,392 | 252.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799900] |
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Black Cypress Capital Management LLC
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0.3 | |
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MA | 0.3 |
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Glass Wealth Management Co LLC
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TX | 0.3 |