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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Vital legacy
- Established Date
- 05-01-2008
- Office Locations
- 2
Office Locations
About Pacifica Partners Capital Management
Pacifica Partners is an independent, fee-only boutique providing discretionary portfolio management and wealth guidance for professionals, families and institutions, with deep cross-border US/Canada expertise. Portfolios blend fundamental, technical and behavioral analysis, supported by proprietary benchmarking and risk analytics. Clients get a unified portal for US and Canadian accounts with CAD/USD reporting, plus help migrating legacy, taxable positions with tax-planner coordination.
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Owner & Executives
AMANDEEP BHANGU
Chief Compliance Officer, Partner, VICE PRESIDENT
- CRD
- #5730244
- Ownership
- Less than 5%
NAVEEN CHANDRA GOPAL
Director, VICE PRESIDENT
- CRD
- #5730243
- Ownership
- Less than 5%
Value ember
Ember vital fusion
- CRD
- #71452
- Ownership
- 47.1%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,207,283 | $218,174 |
| Non-Discretionary | $3,758,472 | $234,905 |
| Total | $315,965,755 | $218,359 |
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Separately Managed Accounts
Total SMA Asset: $269,304,844
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $614,716,328 | 14.0% |
| Corporate - Investment Grade | $548,853,864 | 12.5% |
| Private Funds | $777,177,072 | 17.7% |
| Cash | $864,993,690 | 19.7% |
| Corporate - Non-Investment Grade | $632,279,651 | 14.4% |
| Sovereign Bonds | $952,810,308 | 21.7% |
| Total | $4,390,830,913 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH PRIME PRIME | EAGLE PRIME | ZM5LBUMA2 | KCVE | 3.29% | $7,427,188 |
| RADIAL CAPITAL | FOUNDATION DELTA | 0NPMXQLGY | DWT | 10.63% | $80,778,870 |
| GLACIER MOMENTUM | WAVE FUSION | G34DPBEPS | IZPDO | 12.54% | $8,484,591 |
| INSIGHT ATLAS | QUANTUM PEAK | HD8M7KIF7 | LANHT | 5.59% | $112,123,570 |
| CREST OAK PEAK | WAVE ALPHA | 7Y12S15NV | AQLNN | 5.84% | $71,281,030 |
| VECTOR SUMMIT PEAK | QUANTUM PRIME | Q1WP2V3RR | NMT | 9.75% | $2,464,656 |
| MERIDIAN VALUE | HORIZON OPTIMA | EXNEW3O55 | LYHBK | 7.51% | $80,246,589 |
| CATALYST ELEMENT | ZENITH SIGNAL | AK3TLG3RA | QWXXX | 2.87% | $78,310,122 |