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PACIFICA PARTNERS CAPITAL MANAGEMENT INC.
CRD 162313 · SEC 801-75541
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
SUITE #213, 5455 - 152 STREET, SURREY, CA, V3S 5A5, Canada
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.2M
Discretionary AUM
$124.8M
Team
10 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 165 | $37.6M |
| High net worth individuals | 95 | $90.6M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD