Pacifica Partners Capital Management Inc.
- Regulatory AUM
- $128M
- Discretionary
- $125M
- Clients
- 260
- Avg AUM / client
- $493K
- Accounts
- 414
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jan 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 165 | $37.6M | 29.3% |
| High net worth individuals | 95 | $90.6M | 70.7% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ajbinder Singh Sull | President | CFA | Feb 2012 (15y) | Less than 5% |
| Amandeep Bhangu | Chief Compliance Officer And Vice President | CFA | Feb 2012 (15y) | Less than 5% |
| Naveen Chandra Gopal | Vice President | Feb 2012 (15y) | Less than 5% | |
| Reuben Russell Lee Moldowan | Registered representative | Jul 2021 (5y) | ||
| Thomas Alexander Holloway | Registered representative | CFA | Sep 2022 (4y) | |
| Gregory Alan Seiji Nakano | Registered representative | May 2024 (2y) | ||
| Damanjit Singh Minhas | Registered representative | CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pacifica Partners Capital Management | Shareholder And Parent Company | Feb 2012 | A | 75% or more |
| Cipher Pacific Holdings Ltd. | Shareholder | Jul 2016 | B | 25% – 50% of Pacific Partners Capital Management (indirect) |
| Sull Pacific Holdings Ltd. | Shareholder | Jul 2016 | B | ≈ 18.75% – 50% via Pacifica Partners Capital Management |
| Arnasi Investments Ltd. | Shareholder | Jul 2016 | B | ≈ 18.75% – 50% via Pacifica Partners Capital Management |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sull Pacific Holdings Ltd.: 25% – 50% of Pacifica Partners Capital Management × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Arnasi Investments Ltd.: 25% – 50% of Pacifica Partners Capital Management × 75% – 100% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 1.01 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $128M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗