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| Pacifica Partners Inc
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|---|---|
| CRD # | 148834 |
| SEC # | 801-69785 |
| CIK # | 0001799900 |
| AUM | 316.0 M (2026-01-22) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 604-576-8908 |
| Address | Suite 213 Surrey, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001799900 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 18.2 | ||
| Applied Materials Inc /DE | 17.9 | ||
| Apple Inc | 17.4 | ||
| Lam Research Corp | 15.6 | ||
| Advanced Micro Devices Inc | 11.9 | ||
| Amazon Com Inc | 11.1 | ||
| Microsoft Corp | 11.0 | ||
| Visa Inc | 8.4 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Brookfield Asset Management Inc | 7.4 | ||
| Royal Bank of Canada | 7.3 | ||
| Toronto Dominion Bank | 7.3 | ||
| Canadian Natural Resources Ltd | 7.2 | ||
| Johnson & Johnson | 5.8 | ||
| Cameco Corp | 5.7 | ||
| PepsiCo Inc | 5.7 | ||
| Suncor Energy Inc | 5.5 | ||
| Bank of America Corp /DE/ | 5.4 | ||
| United Technologies Corp /DE/ | 5.3 | ||
| Kinder Morgan Inc | 5.0 | ||
| Wal Mart Stores Inc | 4.7 | ||
| Barrick Gold Corp | 4.5 | ||
| Cenovus Energy Inc | 4.4 | ||
| Wells Fargo & Co/MN | 4.2 | ||
| Enbridge Inc | 4.0 | ||
| Cisco Systems Inc | 3.7 | ||
| Nvidia Corp | 3.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Pacifica Partners Tactical Balanced Fund | 2016-11-01 | 34.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 76.4 |
| (b) Individuals (high net worth individuals) | 142 | 159.8 |
| (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 | 46.7 |
| (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 | 35 | 33.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,447 | 316.0 |
| By Discretionary | ||
| Discretionary | 1,431 | 312.2 |
| Non-Discretionary | 16 | 3.8 |
| Total | 1,447 | 316.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 272.4 | |
| United States Persons | 43.6 | |
| Total | 1,447 | 316.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001799900] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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