Pacifica Capital Investments Llc
- Regulatory AUM
- $748M
- Discretionary
- $748M
- Clients
- 171
- Avg AUM / client
- $4.4M
- Accounts
- 277
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $19.3M | 2.58% |
| High net worth individuals | 87 | $576M | 77.1% |
| Pooled investment vehicles (non-investment companies) | 15 | $132M | 17.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $670K | 0.09% |
| Charitable organizations | Fewer than 5 clients | $18.9M | 2.53% |
| Corporations and other businesses | Fewer than 5 clients | $654K | 0.09% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $125M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Raf Pacifica Group Real Estate Fund Iv, Llc | Real Estate Fund | California | $26.5M | 96 |
| Raf Pacifica Group Real Estate Fund Vi, Llc | Real Estate Fund | Delaware | $17.3M | 35 |
| Pacifica Real Estate Senior Living Fund I, Llc | Real Estate Fund | California | $15.6M | 60 |
| Raf Pacifica Group Real Estate Fund Ii, Llc | Real Estate Fund | California | $13.6M | 93 |
| Pacifica Real Estate V, Llc | Real Estate Fund | California | $13.1M | 89 |
| Pacifica Capital Stacked, Llc | Private Equity Fund | California | $8.4M | 42 |
| Raf Pacifica Opportunity Loan Fund I, Llc | Real Estate Fund | California | $7.8M | 61 |
| Pacifica Real Estate Iii, Llc | Real Estate Fund | California | $7.8M | 54 |
| Pacifica Real Estate Iv, Llc | Real Estate Fund | California | $7.4M | 62 |
| Rfa Pacifica Group Real Estate Fund Iii, Llc | Real Estate Fund | California | $4.4M | 67 |
| Pacifica Real Estate Santa Barbara Fund I, Llc | Real Estate Fund | California | $2.7M | 41 |
| Pacifica Real Estate Ii, Llc | Real Estate Fund | California | $0 | 32 |
| Raf Pacifica Group Development Fund I, Llc | Real Estate Fund | California | $0 | 78 |
| Pacifica Real Estate I, Llc | Real Estate Fund | Delaware | $0 | 19 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Allen Matkins Profit Sharing And 401(k) Plan Allen Matkins Leck Gamble Mallory & Natsis Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kari Nadine Lambert | Principal, Chief Executive Officer & Chief Compliance Officer | Nov 2009 (17y) | ≈ 7.5% – 25% via Kari Lambert Revocable 2022 Trust | |
| Blair Holden Wolf Bodek | Principal, Chief Investment Officer | Jun 2016 (10y) | ≈ 7.5% – 25% via Nbsw Holdings, Llc | |
| Adrienne Leonard Schmidt | Principal, Chief Operating Officer | Jul 2024 (2y) | Less than 5% | |
| Leonard, Cynthia, Olch | Trustee | Jul 2024 (2y) | ≈ 56.25% – 100% via Leonard Family Trust Of 2006 | |
| Blake Isaacson | Registered representative | Mar 2005 (21y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leonard Family Trust Of 2006 | Member | Jan 2017 | A | 75% or more |
| Kari Lambert Revocable 2022 Trust | Member | Dec 2022 | A | 10% – 25% |
| Nbsw Holdings, Llc | Member | Feb 2024 | A | 10% – 25% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kari Nadine Lambert: 75% – 100% of Kari Lambert Revocable 2022 Trust × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Blair Holden Wolf Bodek: 75% – 100% of Nbsw Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Leonard, Cynthia, Olch: 75% – 100% of Leonard Family Trust Of 2006 × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $125M gross assets)
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Allen Matkins Profit Sharing And 401(k) Plan | Allen Matkins Leck Gamble Mallory & Natsis Llp | 429 | $303M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 3.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $616M (82% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗