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PACIFICA CAPITAL INVESTMENTS

SEC Registered

Focused, value investing in public equities and commercial real estate for long-term results.

, https://pacificacapital.net512-337-5521
Assets Under Management
$500M–$1B
Year Founded
1998
Employees
4
Office Locations
2 offices
Total Accounts
277

About the firm

For over 40 years, Pacifica Capital has helped clients preserve and build wealth through investments in commercial real estate and public equities. Pacifica Capital Investments, LLC was founded by Steve Leonard in 1998 to apply a value investing approach to public equities, the same philosophy deployed in commercial real estate. As of early 2024, Pacifica manages over $475 million across 261 individually managed accounts.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit Sharing

Areas of expertise

Value InvestingPublic EquitiesCommercial Real EstateIndividually Managed AccountsCapital PreservationLong-term InvestingWestern US Real Estate

Services

Pacifica offers individually managed accounts investing in public equities using a value-oriented proprietary investment strategy, and ownership and operation of commercial real estate properties in the Western United States, including high yield loans.

Private funds / alternatives
Private EquityReal Estate

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)69$19M
High Net Worth Individuals87$576M
Investment Companies0
Pension/Profit Sharing Plans15$132M
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Kari Nadine Lambert
PRINCIPAL, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER
Adrienne Leonard
PRINCIPAL, CHIEF OPERATING OFFICER
Leonard Family Trust Of 2006
MEMBER
Kari Nadine Lambert
TRUSTEE
Blair Holden Wolf Bodek
MEMBER
Cynthia Olch Leonard
TRUSTEE

Office locations

2 offices in 1 state
HQ
CO
DENVER

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#125790
SEC Number
801-62010
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $250,000 (waivable)

Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PACIFICA CAPITAL INVESTMENTS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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