Sitka Pacific Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,771,638
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
44
52% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
44
HighAverage account size
$517,537
About
Sitka Pacific Capital Management, LLC provides discretionary portfolio management to individuals (including accredited and non-accredited investors), trusts, pension and profit-sharing plans, and other business entities through separately managed accounts. The firm reports managing roughly $41.3 million in client assets across about 44 client relationships and generally requires a $500,000 minimum to open a new advisory relationship.
The firm’s stated approach is valuation-aware and focused on long-term preservation and prudent growth, maintaining exposure to domestic and global equity and bond markets while using cash as a strategic asset; accounts may include ETFs, mutual funds, precious metals, commodities, currencies, options and short positions. Investment selection relies on proprietary methods that combine fundamental, technical and cyclical analysis, and the firm manages client accounts on a discretionary basis without accepting client-imposed restrictions on securities.
A distinctive feature disclosed in the brochure is the firm’s affiliation with another SEC-registered investment adviser, an arrangement that the firm notes can create conflicts because personnel devote time to the affiliated adviser and may at times recommend its services. Compared with many peers of similar size, the firm also documents routine access to more advanced strategies (short selling, margin, options and non-traditional ETPs), uses block trading through recommended custodians, and leaves proxy voting authority with clients.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Fixed fees mentioned in SEC Part 1 but no specific amounts stated in brochure.
$0 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.75% Over $3,000,000+: 0.50%
Account minimum: $500,000
Main office location
Sitka Pacific Capital Management, LLC
701 Fifth Ave, Suite 4200
Seattle WA 98104, United States
Number of offices
1
Most active in
Sitka Pacific Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · 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.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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