Pacifica Capital Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$595,405,147
Clients
156
Advisors
4
across 4 offices
About
Pacifica Capital Investments provides discretionary investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, charities, and corporations, and also serves pooled investment vehicle clients through an affiliated private fund manager. In addition to separately managed accounts, the firm and its affiliate sponsor and manage a series of private real estate funds and single-purpose investment ventures.
The firm follows a concentrated, industry-focused equity approach using fundamental and cyclical analysis, typically limiting the number of positions in a portfolio and tailoring decisions to account type and tax considerations; strategies disclosed include long- and short-term equity trades, margin, and occasional use of leverage. For certain eligible clients and the private funds it manages, Pacifica may employ performance-based fee arrangements and provides performance comparisons in client reporting and communications.
Distinctive features relative to peers include the firm’s dual role as adviser to both individual accounts and multiple pooled vehicles—where the firm and its owners receive management allocations and administrative compensation—and its use of third-party endorsers in client solicitation. The firm also operates with a relatively large asset base compared with its small advisory team and discloses that principals invest alongside clients; it does not emphasize standalone financial planning as a primary service.
Client services
Expertise
Fee options
$0+: 0.25% to 2% annually (Base Management Fee for non-Qualified Clients, varies by account factors) $1,100,000+: up to 1.0% annually (Base Management Fee for Qualified Clients)
Up to 20% of annual increase in account value above Minimum Annual Return; offered only to Qualified Clients with at least $1,100,000 under management or $2.2 million net worth.
Account minimum: $250,000
Main office
See officeLeander TX
Advisors at this office
1
Offices (4)
Most active in
California · Colorado · Pennsylvania · Texas
Also doing business as
Pacifica Capital Investments · Pacifica Capital Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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.
Advisors at this firm
Blair B
Series 65
Philadelphia, PA
Pacifica Capital Investments
Blair Bodek is a Series 65-licensed financial advisor at Pacifica Capital Investments with 10 years of industry experience. Since 2016, he has worked at Pacifica Capital, and he is also involved in Philadelphia Construction, where he assists with tenant repairs and sales. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles. The firm employs a concentrated, industry-focused equity approach and manages both separately managed accounts and private real estate funds.
Adrienne S
Series 65
Denver, CO
Pacifica Capital Investments
Adrienne Schmidt is a financial advisor at Pacifica Capital Investments in Denver, CO, holding a Series 65 credential with two years of industry experience. She has been with Pacifica Capital Investments since 2024 and has over ten years of experience at Bow River Capital. Outside of advisory work, she serves as CFO and investor for Pacifica Capital Real Estate in Leander, TX. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles, employing a concentrated, industry-focused equity approach that incorporates fundamental and cyclical analysis. The firm manages separate accounts as well as private real estate funds and single-purpose investment ventures.
Blake I
Series 65
Rancho Santa Fe, CA
Pacifica Capital Investments
Blake Isaacson is a financial advisor at Pacifica Capital Investments with over 21 years of industry experience. He holds a Series 65 designation and has been with Pacifica since 2004. Prior to that, he has operated Blacke Isaacson & Associates since 1990. Pacifica Capital Investments provides discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated, industry-focused equity strategy using fundamental and cyclical analysis and manages both individual accounts and pooled vehicles.
Kari L
Series 65
Leander, TX
Pacifica Capital Investments
Kari Lambert is a financial advisor at Pacifica Capital Investments with 17 years of industry experience. She holds a Series 65 credential and has been with Pacifica Capital Investments since 2003. In addition to her advisory role, she serves as CEO and investor of Pacifica Capital Real Estate in Leander, TX, focusing on private real estate investments since 2020. Pacifica Capital Investments manages approximately $747.6 million for individuals, retirement plans, charities, and corporations, employing a concentrated, industry-focused equity approach. The firm also sponsors multiple real estate investment ventures and manages both discretionary individual accounts and pooled vehicles.
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