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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 10-15-1998
- Office Locations
- 4
Office Locations
About Pacifica Capital Investments
Pacifica Capital Investments is a long-term, value-oriented manager for retail and institutional clients focused on public equities and Western U.S. commercial real estate. The firm runs proprietary value strategies in individually managed equity accounts and invests alongside clients—principals put essentially all family equity assets in the same approach and typically contribute ~10% of equity to real estate partnerships using modest leverage.
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Owner & Executives
BLAIR HOLDEN WOLF BODEK
Chief Investment Officer, Principal
- CRD
- #6665862
- Ownership
- 10% but less than 25%
KARI NADINE LAMBERT
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, PRINCIPAL
- CRD
- #5650086
- Ownership
- Less than 5%
Zenith value
Peak element
- CRD
- #71394
- Ownership
- 17.1%
Showing 2 of 3 owners & executives
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BLAKE ISAACSON
Director
- CRD
- #4868584
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $747,584,148 | $2,698,860 |
| Non-Discretionary | $0 | -- |
| Total | $747,584,148 | $2,698,860 |
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Separately Managed Accounts
Total SMA Asset: $615,615,184
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,232,604,733 | 28.9% |
| Cash | $5,492,671,160 | 71.1% |
| Total | $7,725,275,893 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ATLAS | MATRIX SUMMIT | DRLF6MGXS | PAC | 11.16% | $8,300,327 |
| ALPHA ELEMENT | QUANTUM VITAL | RBVYWMYVU | UQT | 3.37% | $109,933,485 |
| DELTA MATRIX | HARBOR VECTOR | 4W6LVH638 | XGZIZ | 4.60% | $74,656,517 |
| HARBOR MERIDIAN | PEAK EMBER | NZI0GR4OQ | OFIZ | 5.16% | $40,089,173 |
| EMBER ELEMENT EAGLE | VITAL VECTOR | QTV71BY2R | IIPD | 5.55% | $7,918,832 |
| TIMBER HARBOR ATLAS | PATHWAY ALPHA | G2ITOPREV | BDFVD | 2.57% | $3,167,116 |
| VALUE PRIME MERIDIAN | ELEMENT OAK | 7FL1FFS5X | HPD | 10.92% | $38,750,955 |
| WAVE MATRIX UNISON | OPTIMA UNISON | DYUCKDFKB | PQZGZ | 10.58% | $105,955,869 |