Pacifica Partners Capital Management Inc. logo

Pacifica Partners Capital Management Inc.

Updated today

Client AUM

$128,237,301

Clients

260

Advisors

7

of 10 employees

About

Pacifica Partners Capital Management provides discretionary and non‑discretionary portfolio management, sub‑advisory services, and portfolio supervisory reviews to a mix of individual clients (including both non‑high‑net‑worth and high‑net‑worth individuals), corporations, and a pooled investment vehicle. The firm also offers financial planning and consulting services and requires minimum account sizes in the range disclosed in its advisory agreements.

Investment decisions are guided by a client-specific Investment Policy Statement and implemented through a multi‑method security analysis that blends charting, quantitative and qualitative analysis, technical and cyclical approaches, and tactical asset allocation. Portfolios may be managed with a value bias tempered by momentum and growth considerations, and clients can opt into Responsible Investing (ESG) strategies with attendant proxy‑voting practices.

The firm’s structure and regulatory footprint are notable: it operates under a parent entity with a separate U.S. advisory subsidiary and manages assets according to domicile, reflecting a pronounced cross‑border and expatriate planning capability and a material non‑U.S. client base. Fee arrangements are presented as standardized but negotiable—primarily percentage‑of‑AUM billing with explicit provisions for alternative fixed supervisory fees and negotiated terms—and the firm discloses custody practices (including standing transfer authorizations) and management of a pooled investment vehicle.

Client services

Financial planning Portfolio management

Expertise

ESG / Sustainable investing Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Expats

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

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

California · Oregon · Texas · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Gregory N

Series 65

Remote

Pacifica Partners Capital Management Inc.

Gregory Nakano is a Series 65-licensed financial advisor with Pacifica Partners Capital Management Inc., where he has worked since 2022. He has 15 years of industry experience, including roles at Aviso Financial Inc. and G&F Financial Group from 2009 to 2022. 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 utilizes a multi-method investment process combining value, momentum, and growth strategies with tactical asset allocation and offers Responsible Investing portfolios incorporating ESG considerations.

ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Amandeep B

CFA®

Remote

Pacifica Partners Capital Management Inc.

Amandeep Bhangu is a CFA® charterholder with nine years of industry experience. He has been with Pacifica Partners Capital Management Inc. since 2008. Pacifica Partners Capital Management Inc. provides investment advisory and portfolio management services to individuals, corporations, and sub-advisory clients. The firm employs a multi-method investment process combining value, momentum, and growth strategies, and offers Responsible Investing portfolios incorporating ESG factors.

ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Reuben M

Series 65

Remote

Pacifica Partners Capital Management Inc.

Reuben Moldowan is a financial advisor at Pacifica Partners Capital Management Inc. with a Series 65 designation and four years of industry experience. He has been with Pacifica Partners since 2019 and previously worked at Fidelity Clearing Canada ULC from 2016 to 2019. 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 process combining value, momentum, and growth strategies with tactical asset allocation and offers Responsible Investing portfolios incorporating ESG factors.

ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Ajbinder S

CFA®

Remote

Pacifica Partners Capital Management Inc.

Ajbinder Sull is a CFA® charterholder with 11 years of industry experience. He has been with Pacifica Partners Inc. since 2008. Pacifica Partners Capital Management Inc. provides investment advisory and portfolio management services to individuals, corporations, and sub-advisory clients. The firm employs a multi-method investment process combining value, momentum, growth, tactical asset allocation, and various analytical approaches, and offers Responsible Investing portfolios incorporating ESG factors.

ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Rosalie H

CFA®

Remote

Pacifica Partners Capital Management Inc.

Rosalie Hirst Almenara is a CFA® charterholder at Pacifica Partners Capital Management Inc. with experience gained through roles at BMO Nesbitt Burns Inc., Odlum Brown Limited, and as a self-employed advisor. Her background includes academic positions and research at the University of British Columbia. Pacifica Partners Capital Management provides discretionary and non-discretionary portfolio management, sub-advisory services, and financial planning to individuals, corporations, and pooled investment vehicles. The firm employs a multi-method security analysis approach and offers clients the option of Responsible Investing (ESG) strategies, serving a notable cross-border and expatriate clientele.

ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Damanjit M

CFA®

Remote

Pacifica Partners Capital Management Inc.

Damanjit Minhas is a CFA® charterholder at Pacifica Partners Capital Management Inc. with one year of industry experience. Prior to joining Pacifica Partners, Minhas worked at PBI Actuarial Consultants, King of Cars, Leith Wheeler Investment Counsel, and RBC. Pacifica Partners Capital Management provides discretionary and non-discretionary portfolio management, sub-advisory services, and financial planning to a diverse client base including individuals, corporations, and pooled investment vehicles. The firm employs a client-specific investment approach that integrates multiple analysis methods and offers Responsible Investing options, serving a significant international clientele.

ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Thomas H

CFA®

Remote

Pacifica Partners Capital Management Inc.

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.

ESG / Sustainable investing Wealth management Founder/Business Owner Expats
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")