CRD: 134699
Sitka Pacific Capital Management, LLC
$41.3M Total AUM
$40.2M Disc. AUM
-- 3Y CAGR
2 Employees
100 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-17-2005
- Office Locations
- 1
Office Locations
701 Fifth AVE Suite 4200 Seattle WA
About Sitka Pacific Capital Management, LLC
Sitka Pacific Capital Management is an investment manager and wealth advisor serving retail and institutional clients. The firm targets sustainable growth through a balanced, absolute-value approach across global markets, with active risk management. It provides investment management plus complimentary portfolio reviews/consultations, and publishes market insight via its Macro Value Monitor and investor memos.
Team overview
45 AVG AGE
$20.6M AVG AUM / ADVISOR
$412.6K AVG AUM / CLIENT
11.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN RICHARD MCAULEY
Chief Compliance Officer, Investment Advisor
- CRD
- #4937688
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JAMES JOSEPH ABODEELY
Strategy Consultant
- CRD
- #5464276
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,240,701 | $170,370 |
| Non-Discretionary | $1,018,299 | -- |
| Total | $41,259,000 | $170,370 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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