PACIFICA PARTNERS CAPITAL MANAGEMENT

Legal name: PACIFICA PARTNERS INC

CRD 148834File 801-69785

APPROVED

Retail clients

Filing as of Jan 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$316.0M

Below cohort median (national)

Discretionary AUM

$312.2M

Non-discretionary $3.8M

Clients

580

1,447 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Jan 2, 2009
Principal office: SUITE #213, 5455 - 152 STREET, SURREY, V3S 5A5
Phone: 604-576-8908
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/251521/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $316.0M
Discretionary AUM: $312.2M
Non-discretionary AUM: $3.8M
Discretionary accounts: 1,431
Non-discretionary accounts: 16
Total accounts: 1,447
AUM per client: $545K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	35	$33.1M
High net worth individuals	142	$159.8M
Pooled investment vehicles	1	$46.7M
Individuals (other than high net worth individuals)	402	$76.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.