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Building 2PACIFICA CAPITAL INVESTMENTS

Map pin
Phone512-337-5521
NotebookSEC #801-62010
Total AUM
$747.6M
Employees
4
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
512-337-5521
Other Offices
3

ReceiptFinancials

Total AUM
$747.6M
Accounts
277
Discretionary
$747.6M
Accounts
277
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$19.3M
HNW Individual Clients
87
AUM
$576.1M
Pooled Vehicle Clients
15
AUM
$132M
Pension/Profit Sharing Plan Clients
1
AUM
$670K
Charitable Organization Clients
1
AUM
$18.9M
Corporation or Business Clients
1
AUM
$654.4K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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