Pacifica Partners Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$236,252,701
This total excludes 36 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
544
26% high-net worth
Advisors
1
of 10 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
544
Very HighAverage account size
$434,288
About
Pacifica Partners Capital Management, together with its parent Pacifica Partners Inc., provides discretionary and non‑discretionary investment advisory and portfolio management services to individuals, high‑net‑worth clients, corporations, and on a sub‑advisory basis. The firm also offers financial consulting and portfolio supervisory services and acts as manager for a Canadian pooled investment vehicle available to certain advisory clients.
Investment decisions are guided by a written Investment Policy Statement and implemented through a blend of analytical methods (charting, qualitative, quantitative, technical and cyclical analysis) with a value bias combined with momentum and tactical asset allocation. The Registrants commonly manage accounts on a discretionary basis and may offer responsible‑investing options and financial planning/consulting as part of their client relationships.
The firm’s structure and client base distinguish it from many peers: its principal place of business is in Surrey, British Columbia, and it operates a U.S.‑registered subsidiary (PPCM) that manages U.S.‑domiciled assets while PPI manages Canadian‑domiciled assets. Pacifica discloses significant cross‑border and expatriate experience, is registered as a Canadian Portfolio Manager and Investment Fund Manager, and manages a Canada‑domiciled pooled fund that is used by certain clients (including U.S. clients investing through Canadian retirement plans), reflecting an uncommon international and pooled‑vehicle footprint for a firm in this category.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Active portfolio management
Cross-border / expatriate tax planning
Fee options
$0 - $1,000,000 USD: 1.25% $1,000,001 USD - $2,000,000 USD: 1.00% $2,000,001 USD - $5,000,000 USD: 0.85% $5,000,001 USD+: 0.60% $0 - $1,000,000 CAD: 1.25% $1,000,001 CAD - $2,000,000 CAD: 1.00% $2,000,001 CAD - $5,000,000 CAD: 0.85% $5,000,001 CAD+: 0.60% $0 - $500,000 CAD: 1.50% $500,001 CAD - $1,000,000 CAD: 1.25% $1,000,001 CAD - $2,000,000 CAD: 1.00% $2,000,001 CAD - $5,000,000 CAD: 0.85% $5,000,001 CAD+: 0.60%
Not specifically stated; hourly charges mentioned in SEC Form ADV Part 1 but no exact rate given in brochure.
Account minimum: $150,000 USD
Most active in
Pacifica Partners Capital Management has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Georgia · Nevada · New York · North Carolina · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")