# Pacifica Partners Capital Management Inc.

> Pacifica Partners Capital Management Inc. is an SEC-registered investment advisory firm in Surrey, Canada, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 162313
- Filed as: PACIFICA PARTNERS CAPITAL MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Surrey, Canada
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162313
- AdvisorCensus page: https://advisorcensus.com/firm/pacifica-partners-capital-management-inc-surrey-162313

## Quick answers

**How is Pacifica Partners Capital Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Pacifica Partners Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pacifica Partners Capital Management Inc. located?**
Pacifica Partners Capital Management Inc.'s principal office is in Surrey, Canada, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pacifica Partners Capital Management Inc. registered with the SEC or a state?**
Pacifica Partners Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 162313.

**How much does Pacifica Partners Capital Management Inc. manage?**
Pacifica Partners Capital Management Inc. reports $128,237,301 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (97% discretionary).

**How have Pacifica Partners Capital Management Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Pacifica Partners Capital Management Inc.: Regulatory assets under management: $62,427,523 in the October 2021 data and $128,237,301 in the October 2026 data, up 105%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pacifica Partners Capital Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (165); high net worth individuals (95).

**Which custodians does Pacifica Partners Capital Management Inc. use?**
Pacifica Partners Capital Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pacifica Partners Capital Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162313

**What changed in Pacifica Partners Capital Management Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $105,480,600 to $128,237,301 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $128,237,301
- Discretionary: $124,836,148
- Non-discretionary: $3,401,153

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 165 | $37,610,846 |
| High net worth individuals | 95 | $90,626,455 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Blaine, WA

### Websites listed on Form ADV (Item 1.I)
- pacificapartners.com
- LinkedIn @251521

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $62,427,523 | 6 | January 19, 2021 |
| October 2022 | $83,495,132 | 7 | May 18, 2022 |
| October 2023 | $74,409,044 | 9 | July 14, 2023 |
| October 2024 | $85,318,950 | 9 | January 10, 2024 |
| October 2025 | $105,480,600 | 9 | March 19, 2025 |
| October 2026 | $128,237,301 | 10 | January 22, 2026 |

Regulatory assets under management: $62,427,523 in the October 2021 data and $128,237,301 in the October 2026 data, up 105%.
Total employees: 6 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $105,480,600 to $128,237,301 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacifica Partners Capital Management Inc. (CRD 162313): Form ADV filing data as of October 2026.