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Building 2PACIFICA PARTNERS CAPITAL MANAGEMENT

Map pinSURREY
Phone604-576-8908
NotebookSEC #801-69785
Total AUM
$316M
Employees
10
Clients
580

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SUITE #213
5455 - 152 STREET
SURREY
V3S 5A5
Canada
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
604-576-8908
Other Offices
1

ReceiptFinancials

Total AUM
$316M
Accounts
1,447
Discretionary
$312.2M
Accounts
1,431
Non-Discretionary
$3.8M
Accounts
16

ContactClients

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Individual Clients
402
AUM
$76.4M
HNW Individual Clients
142
AUM
$159.8M
Pooled Vehicle Clients
1
AUM
$46.7M
Corporation or Business Clients
35
AUM
$33.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGANCNVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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