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Pacifica Capital Investments

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Client assets under management

$595,405,147

Clients

156

56% high-net worth

Advisors

4

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

39

Low

Average account size

$3,816,700

About

Pacifica Capital Investments is an SEC-registered advisory firm that manages approximately $747.6 million across individually managed accounts and pooled investment vehicles, serving individuals (including high‑net‑worth clients), retirement plans, charities and corporations. In addition to traditional portfolio management for individual accounts, an affiliated real estate manager organizes and operates multiple pooled real estate investment ventures on behalf of investors.

The firm pursues a concentrated, industry‑focused equity approach using fundamental and cyclical analysis, typically holding a small number of positions and tailoring portfolios for tax status and client restrictions. PCI manages both discretionary individual accounts and pooled vehicles and employs strategies ranging from long‑term holdings to short‑term trading, occasionally utilizing leverage and margin, which can increase portfolio volatility and firm conflicts of interest.

Pacifica is distinctive among similar team firms for its role as a private fund adviser and sponsor of multiple single‑purpose real estate entities, with related persons receiving profit allocations and management compensation for those ventures. The firm also uses performance‑based fee arrangements for eligible clients, discloses performance comparisons in client reporting, and engages third‑party endorsers for client referrals—practices it discloses as potential conflicts of interest.

Client services

Portfolio management

Expertise

Concentrated stock management Private / alternative investments Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Performance-based

Performance Fee up to 20% of annual increase in account value exceeding Minimum Annual Return for Qualified Clients

Other

Account minimum: $250,000 Minimum fee: Annual Maintenance Fee from $100 to $150 for accounts below $250,000, payable annually in advance, waivable at firm's discretion

Main office location

Pacifica Capital Investments

Leander TX, United States

Number of offices

4

Most active in

California · Colorado · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Blair B

Series 65

Philadelphia, PA

Pacifica Capital Investments

Blair Bodek is a financial advisor at Pacifica Capital Investments with nine years of industry experience. He holds a Series 65 designation and has been with Pacifica since 2016. Outside of advisory work, he is involved in Philadelphia Construction, where he assists with tenant repairs and sales. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charitable organizations, and corporations. The firm employs a concentrated, industry-focused equity strategy and manages both individual accounts and pooled investment vehicles.

Concentrated stock management Private / alternative investments Real estate investing Founder/Business Owner
user avatar

Adrienne S

Series 65

Denver, CO

Pacifica Capital Investments

Adrienne Schmidt is a financial advisor at Pacifica Capital Investments with one year of industry experience. She holds a Series 65 designation and has worked at Bow River Capital since 2016, where she serves as an associate vice president. Schmidt is also involved as CFO and investor in a related real estate private investment business affiliated with Pacifica Capital. Pacifica Capital Investments provides discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated, industry-focused equity strategy and manages both individually tailored accounts and pooled investment vehicles.

Concentrated stock management Private / alternative investments Real estate investing Founder/Business Owner
user avatar

Blake I

Series 65

Rancho Santa Fe, CA

Pacifica Capital Investments

Blake Isaacson is a financial advisor at Pacifica Capital Investments with over 21 years of industry experience. He holds a Series 65 designation and has been with Pacifica since 2004. Prior to that, he has operated Blacke Isaacson & Associates since 1990. Pacifica Capital Investments provides discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated, industry-focused equity strategy using fundamental and cyclical analysis and manages both individual accounts and pooled vehicles.

Concentrated stock management Private / alternative investments Real estate investing Founder/Business Owner
user avatar

Kari L

Series 65

Leander, TX

Pacifica Capital Investments

Kari Lambert is a financial advisor at Pacifica Capital Investments with 16 years of industry experience. She holds a Series 65 designation and has been with Pacifica Capital since 2003. In addition to her advisory role, she serves as CEO and investor in a private real estate investment business. Pacifica Capital Investments provides discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated, industry-focused equity strategy and manages both individually tailored accounts and pooled investment vehicles.

Concentrated stock management Private / alternative investments Real estate investing Founder/Business Owner
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