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PACIFICA CAPITAL INVESTMENTS

PACIFICA CAPITAL INVESTMENTS LLC

CRD 125790 · SEC 801-62010

Visit website

CA, United States

Phone

512-337-5521

Fax

888-302-3545

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$747.6M

Discretionary AUM

$747.6M

Team

4 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals69$19.3M
High net worth individuals87$576.1M
Pooled investment vehicles15$132.0M

States served

CA, CO, PA, TX

All web addresses on file

Official SEC filing: View on IAPD