A complete list of active advisors currently associated with Pacifica Capital Investments

Warmer can help you find a great advisor at Pacifica Capital Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pacifica Capital Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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