Kari Lambert has been Principal, Chief Executive Officer & Chief Compliance Officer of Pacifica Capital Investments since July 2024, is a control person of the firm and directly owns under 5% of it. Kari Lambert holds a Bachelor's Degree in International Political Economy from the University of Puget Sound.
Pacifica Capital Investments LLC is a firm with $748M under management, 171 clients and 3 advisers across 4 offices, as of its April 2026 filing.
Kari Lambert is Managing Principal and Chief Executive Officer of Pacifica Capital Investments, LLC. She began working with Pacifica as a Research Analyst in 2002 and, before becoming CEO, held other leadership positions including Chief Operating Officer, Chief Financial Officer, Chief Investment Officer and Chief Compliance Officer. As CEO she leads Pacifica's operations and investment activities and chairs its Investment Committee.
- Pacifica Capital InvestmentsCurrent– present · 17 yearsLeander, TX · Adviser representative · Firm CRD 125790
Investment adviser representative registrations
Kari Lambert is registered as an investment adviser representative in Texas, since November 2009.
- TexasSince 3 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kari Nadine Lambert
- CRD
- 5650086
- Firm
- Pacifica Capital Investments · CRD 125790
- Role
- Principal, Chief Executive Officer & Chief Compliance Officer
- Office
- Leander, TX
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pacificacapital.net
Where does Kari Lambert work?
Kari Lambert has been Principal, Chief Executive Officer & Chief Compliance Officer of Pacifica Capital Investments LLC since July 2024, and is a control person of the firm.
Is Kari Lambert a financial advisor?
Yes. Kari Lambert has a current investment-adviser registration in Texas, through Pacifica Capital Investments since April 2009.
How many years of experience does Kari Lambert have?
Kari Lambert has 17 years in the financial industry, since April 2009, across 1 adviser firm.
What exams has Kari Lambert passed?
Kari Lambert passed the Series 65 in April 2009.
Where is Kari Lambert based?
Kari Lambert’s registered office is in Leander, TX.
Is Kari Lambert registered with FINRA?
No. Kari Lambert has no current broker registration.
How can I verify Kari Lambert’s record?
Search CRD 5650086 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kari Lambert’s full registration record.
