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Thomas Alexander Holloway

Advisor at Pacifica Partners Capital Management Inc.

Updated today

Credentials

CFA®

Experience

3 years

Location

Remote

Pacifica Partners Capital Management Inc. logo

Pacifica Partners Capital Management Inc.

Team

Total advisors

7

Clients per advisor

37 Low

Avg AUM per client

$493,220 Low

HNW client ratio

37% Typical

About

Thomas Holloway is a CFA® charterholder with three years of industry experience. He is currently a financial advisor at Pacifica Partners Capital Management Inc. since 2022 and has prior experience with Genus Capital Management and Responsive Capital Management. Holloway is also a tenured associate professor at the Haskayne School of Business, University of Calgary, where he teaches finance and investment courses and contributes to research and textbook writing. He serves on the boards of the Swim Alberta Association and the Pembina Institute, both in governance roles involving finance and audit. Pacifica Partners Capital Management Inc. provides investment advisory and portfolio management services to individuals, corporations, and sub-advisory clients, including high-net-worth individuals. The firm employs a multi-method investment approach combining value, momentum, and growth strategies with tactical asset allocation and integrates ESG considerations through its Responsible Investing portfolios.

Client services

Based on Pacifica Partners Capital Management Inc.

Financial planning Portfolio management

Expertise

Based on Pacifica Partners Capital Management Inc.

ESG / Sustainable investing Wealth management

Occupation focus

Based on Pacifica Partners Capital Management Inc.

Founder/Business Owner

Demographic focus

Based on Pacifica Partners Capital Management Inc.

Expats

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Fee options

Percentage

$0 - $1,000,000 USD: 1.25% $1,000,000 USD - $2,000,000 USD: 1.00% $2,000,000 USD - $5,000,000 USD: 0.85% $5,000,000 USD+: 0.60% $0 - $1,000,000 CAD: 1.25% $1,000,000 CAD - $2,000,000 CAD: 1.00% $2,000,000 CAD - $5,000,000 CAD: 0.85% $5,000,000 CAD+: 0.60% $0 - $500,000 CAD: 1.50% $500,000 CAD - $1,000,000 CAD: 1.25% $1,000,000 CAD - $2,000,000 CAD: 1.00% $2,000,000 CAD - $5,000,000 CAD: 0.85% $5,000,000 CAD+: 0.60%

Project-based

Portfolio supervisory services fees generally range between 0.05% and 0.10% of assets supervised; alternatively, fixed fees may range between $500 and $2000 per quarter

Other

Account minimum: $150,000 USD

Most active in

Washington

Work history

3 years of industry experience

Pacifica Partners Capital Management

2022 - Present • 4 years

Calgary

Genus Capital Management

2020 - 2022 • 2 years

Calgary

Responsive Capital Management

2016 - 2019 • 3 years

Calgary

Haskayne School of Business, University of Calgary

2015 - Present • 11 years

Calgary

Disclosures

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

Business activities & affiliations

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