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PACIFICA PARTNERS CAPITAL MANAGEMENT
Legal name: PACIFICA PARTNERS INC
CRD 148834File 801-69785
APPROVED
Retail clients
Filing as of Jan 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$316.0M
Below cohort median (national)
Discretionary AUM
$312.2M
Non-discretionary $3.8M
Clients
580
1,447 accounts
Employees
10
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 9 | 10 | increased by1 |
| Feb 1, 2026 | Clients | 541 | 580 | increased by39 |
| Feb 1, 2026 | AUM | $252,142,737 | $315,965,755 | increased by$63,823,018 |
| Feb 1, 2026 | Accounts | 1,392 | 1,447 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 500 | 541 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $168,011,846 | $252,142,737 | increased by$84,130,891 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,141 | 1,392 | increased by251 |
| Feb 1, 2022 | Employees | 6 | 7 | increased by1 |
| Feb 1, 2022 | Clients | 457 | 500 | increased by43 |
| Feb 1, 2022 | AUM | $124,884,772 | $168,011,846 | increased by$43,127,074 |
| Feb 1, 2022 | Accounts | 1,045 | 1,141 | increased by96 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACIFICA PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACIFICA PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.