The PACIFICA CAPITAL INVESTMENTS is a privately held investment adviser that advises $747.58mn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. PACIFICA CAPITAL INVESTMENTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 60.03% over the last 5-years.
The Group has been registered with the SEC for 23.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 3550 LAKELINE BLVD. STE 170, #1715, LEANDER, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $747.58mn in assets advised are owned by 15 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $576.09mn or 77.06% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $131.97mn or 17.65% of Total Assets.
The Group's top investment strategies include Real Estate, Traditional LBO and FI/Credit - Diverse, representing 84.52%, 6.4% and 5.71% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 15 private funds with $131.19mn in assets.
The Group discloses management fees and performance-based fees.
PACIFICA CAPITAL INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.