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PACIFICA PARTNERS CAPITAL MANAGEMENT
PACIFICA PARTNERS INC
CRD 148834 · SEC 801-69785
SUITE #213, 5455 - 152 STREET, SURREY, AZ, V3S 5A5, Canada
Phone
604-576-8908
Fax
604-574-2096
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$316.0M
Discretionary AUM
$312.2M
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)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 402 | $76.4M |
| High net worth individuals | 142 | $159.8M |
| Pooled investment vehicles | 1 | $46.7M |
| Corporations/business entities | 35 | $33.1M |
States served
AZ, CA, GA, NV, NY, NC, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD