Pacifica Capital Investments provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 15 private funds.
Pacifica Capital Investments reports 171 clients. They include 87 high-net-worth individuals, 69 individual clients and 15 pooled investment vehicles. Of its assets, 100.0% ($748M across 277 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 3% |
| High-net-worth individuals | 51% | 77% |
| Pooled investment vehicles | 9% | 18% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 3% |
| Other client typesCorporations and other businesses | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 69 | $19.3M | 2.6% | $280K |
| High-net-worth individuals | 87 | $576M | 77.1% | $6.62M |
| Pooled investment vehicles | 15 | $132M | 17.7% | $8.8M |
| Pension and profit-sharing plans | Fewer than 5 | $670K | 0.1% | — |
| Charitable organizations | Fewer than 5 | $18.9M | 2.5% | — |
| Corporations and other businesses | Fewer than 5 | $654K | 0.1% | — |
| Total | 171 | $748M | 100% | — |
- Clients
- 69
- Regulatory AUM
- $19.3M
- AUM share
- 2.6%
- Avg. per client
- $280K
- Clients
- 87
- Regulatory AUM
- $576M
- AUM share
- 77.1%
- Avg. per client
- $6.62M
- Clients
- 15
- Regulatory AUM
- $132M
- AUM share
- 17.7%
- Avg. per client
- $8.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $670K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $18.9M
- AUM share
- 2.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $654K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 171
- Regulatory AUM
- $748M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 15
Pacifica Capital Investments is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Leonard Family Trust of 2006 owns 50% to 75% of Pacifica Capital Investments and is in turn owned by Cynthia Leonard (75% or more). Kari Lambert is CEO; the leadership team includes Chief Investment Officer Blair Bodek and Chief Operating Officer Adrienne Schmidt. It has 4 employees, 3 of them in advisory roles.
Leadership
Kari LambertPrincipal, Chief Executive Officer & Chief Compliance Officer- Adrienne SchmidtPrincipal, Chief Operating Officer
Blair BodekPrincipal, Chief Investment Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Pacifica Capital Investments LLC
Leonard Family Trust of 2006
Control person · since January 2017
- Owns 75% or more of Leonard Family Trust of 2006
Cynthia Leonard
Control person · since July 2024
- Owns 10% to 25% of Pacifica Capital Investments LLC
Blair Bodek
since January 2025
- Owns 10% to 25% of Pacifica Capital Investments LLC
Kari Lambert Revocable 2022 Trust
since December 2022
- Owns 75% or more of Kari Lambert Revocable 2022 Trust
Kari Lambert
Control person · since December 2022
- Owns 10% to 25% of Pacifica Capital Investments LLC
Kari Lambert Revocable 2022
since December 2022
- Owns 10% to 25% of Pacifica Capital Investments LLC
The Adrienne Leonard Trust of 2014
since January 2025
- Owns 75% or more of The Adrienne Leonard Trust of 2014
Adrienne Schmidt
Control person · since January 2025
- Owns 10% to 25% of Pacifica Capital Investments LLC
The Adrienne Leonard Trust of
since January 2025
Pacifica Capital Investments’ regulatory assets grew 1.6× from $467M (June 2021) to $748M (April 2026); clients fell from 274 to 171 and employees from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $748M | 171 | 4 | 4 |
| March 2025 | $622M | 160 | 4 | 4 |
| April 2024 | $602M | 176 | 3 | 3 |
| April 2023 | $532M | 169 | 3 | 3 |
| April 2022 | $555M | 250 | 5 | 2 |
| June 2021 | $467M | 274 | 5 | 2 |
Besides its headquarters, Pacifica Capital Investments has 3 offices (2 private residences, listed without an address), with 2 listed addresses in Colorado.
Colorado · 1 listed address
- 1580 S Pennsylvania St, Denver
Contact and registration details
- Legal name
- Pacifica Capital Investments LLC
- Headquarters
- Not reported
- Website
- pacificacapital.net
- Phone
- 512-337-5521
- SEC file
- 801-62010
- Structure
- Colorado LLC
- Fiscal year end
- December
Pacifica Capital Investments uses Charles Schwab ($616M) as custodian for its separately managed accounts. Pacifica Capital Investments has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $616M100%
At year end, Pacifica Capital Investments’ separately managed accounts were mostly in stocks (89%) and cash (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $293M across 15 positions; the largest are Berkshire Hathaway Inc. Del (32.2%), Five Below Inc. (12.6%) and Build-a-bear Workshop Inc. (11.6%).
What the accounts hold
- Stocks89%
- Cash11%
Reported 13F holdings
- $293M
- Reported 13F value
- 15
- Positions
- 96.1%
- In the 10 largest
- −0.3%
- Value vs. prior quarter
- Berkshire Hathaway Inc. Del · CL B New32.2%
- Five Below Inc.12.6%
- Build-a-bear Workshop Inc.11.6%
- Starbucks Corp.8.6%
- Nike Inc. · CL B7.1%
- Academy Sports & Outdoors IN7.0%
- Floor & Decor Hldgs Inc. · CL A6.4%
- Rentokil Initial PLC · Sponsored ADR4.5%
- Berkshire Hathaway Inc. Del · CL A3.3%
- Goldman Sachs Group Inc.2.8%
Together, the ten largest are 96.1% of reported value.
How many clients does Pacifica Capital Investments have?
Pacifica Capital Investments has 171 clients and manages $748 million for them, as of April 2026. They include 87 high-net-worth individuals, 69 individual clients and 15 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Pacifica Capital Investments offer?
Pacifica Capital Investments provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pacifica Capital Investments use?
Pacifica Capital Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $616M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Pacifica Capital Investments have?
Pacifica Capital Investments has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pacifica Capital Investments invest in?
At the end of its last fiscal year, Pacifica Capital Investments’ separately managed accounts held 89% exchange-traded equities and 11% cash and equivalents. It advises 15 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pacifica Capital Investments?
Pacifica Capital Investments is owned through trusts by Kari Lambert, Cynthia Leonard and Adrienne Schmidt. Its direct owners are Blair Bodek (10% to 25%), Kari Lambert Revocable 2022 Trust (10% to 25%), Kari Lambert Revocable 2022 (10% to 25%), Leonard Family Trust of 2006 (50% to 75%), the Adrienne Leonard Trust of 2014 (10% to 25%) and the Adrienne Leonard Trust of (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Pacifica Capital Investments get paid?
Pacifica Capital Investments is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Pacifica Capital Investments registered with the SEC?
Yes, Pacifica Capital Investments has been registered with the SEC as an investment adviser since 16 May 2003. Its CRD number is 125790 and its SEC file number is 801-62010.
Source: Form ADV Part 1A, Item 1, filed 30 April 2026; IAPD firm record
How do I contact Pacifica Capital Investments?
Its phone number is 512-337-5521. Its website is pacificacapital.net.