DFX Intelligence
Data Factory
Reading the graph
Reading the graph
PACIFICA CAPITAL INVESTMENTS LLC, CRD 125790
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BLAKE ISAACSON | n/a | RANCHO SANTA FE, CA | 21 | 36 | n/a | no |
| KARI NADINE LAMBERT | n/a | LEANDER, TX | 16 | 22 | n/a | no |
| BLAIR HOLDEN WOLF BODEK | n/a | LEANDER, TX | Philadelphia, PA | 10 | 18 | n/a | no |
| ADRIENNE LEONARD SCHMIDT | n/a | LEANDER, TX | DENVER, CO | 2 | 9 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC | Real Estate Fund | $26.5M | Dec 3, 2024 | 96 | Mar 11, 2019 | reported | n/a |
| RAF PACIFICA GROUP - REAL ESTATE FUND VI, LLC | Real Estate Fund | $17.3M | Dec 3, 2024 | 35 | Mar 9, 2022 | reported | n/a |
| PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC | Real Estate Fund | $15.6M | Dec 3, 2024 | 60 | Mar 15, 2018 | reported | n/a |
| RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC | Real Estate Fund | $13.6M | Dec 3, 2024 | 93 | Mar 29, 2017 | reported | n/a |
| PACIFICA REAL ESTATE V, LLC | Real Estate Fund | $13.1M | Dec 3, 2024 | 89 | Mar 30, 2016 | reported | 021-255660 |
| PACIFICA CAPITAL STACKED, LLC | Private Equity Fund | $8.4M | Dec 3, 2024 | 42 | Mar 20, 2015 | reported | n/a |
| RAF PACIFICA OPPORTUNITY LOAN FUND I, LLC | Real Estate Fund | $7.8M | Dec 3, 2024 | 61 | Mar 11, 2019 | reported | n/a |
| PACIFICA REAL ESTATE III, LLC | Real Estate Fund | $7.8M | Dec 3, 2024 | 54 | Mar 20, 2015 | reported | n/a |
| PACIFICA REAL ESTATE IV, LLC | Real Estate Fund | $7.4M | Dec 3, 2024 | 62 | Mar 20, 2015 | reported | n/a |
| RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC | Real Estate Fund | $4.4M | Dec 3, 2024 | 67 | Mar 15, 2018 | reported | n/a |
| PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC | Real Estate Fund | $2.7M | Dec 3, 2024 | 41 | Mar 29, 2017 | reported | n/a |
| PACIFICA SEATTLE FUND I, LLC | Real Estate Fund | $2.2M | Apr 26, 2024 | 32 | Mar 12, 2020 | reported | n/a |
| RAF PACIFICA - TEXAS FUND V, LLC | Real Estate Fund | $1.0M | Dec 1, 2023 | 18 | Mar 9, 2022 | reported | n/a |
| PACIFICA CAPITAL FUND, L.P. | Private Equity Fund | $891,779 | Mar 15, 2018 | 18 | Mar 28, 2012 | dropped | 021-134222 |
| PACIFICA REAL ESTATE II, LLC | Real Estate Fund | $0 | Dec 3, 2024 | 32 | Mar 20, 2015 | reported | n/a |
| RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC | Real Estate Fund | $0 | Dec 3, 2024 | 78 | Mar 29, 2017 | reported | 021-265962 |
| PACIFICA REAL ESTATE I, LLC | Real Estate Fund | $0 | Dec 3, 2024 | 19 | Mar 20, 2015 | reported | 021-168213 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BODEK, BLAIR, HOLDEN WOLF | Member | E | yes | 02/2024 | Mar 24, 2023 | Dec 3, 2024 |
| LAMBERT, KARI, NADINE | PRINCIPAL, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | Na | yes | 07/2024 | Mar 26, 2014 | Dec 3, 2024 |
| LAMBERT, KARI, NADINE | Trustee | E | yes | 12/2022 | Mar 26, 2014 | Dec 3, 2024 |
| LEONARD FAMILY TRUST OF 2006 | Member | E | yes | 01/2017 | Nov 1, 2024 | Dec 3, 2024 |
| LEONARD, ADRIENNE | PRINCIPAL, CHIEF OPERATING OFFICER | Na | yes | 07/2024 | Nov 1, 2024 | Dec 3, 2024 |
| Leonard, Cynthia, Olch | Trustee | E | yes | 07/2024 | Nov 1, 2024 | Dec 3, 2024 |
| BODEK, BLAIR, HOLDEN WOLF | PRINCIPAL, CHIEF INVESTMENT OFFICER | Na | no | 01/2023 | Mar 24, 2023 | Dec 3, 2024 |
| KARI LAMBERT REVOCABLE 2022 TRUST | Member | B | no | 12/2022 | Nov 1, 2024 | Dec 3, 2024 |
| NBSW HOLDINGS, LLC | Member | B | no | 02/2024 | Nov 1, 2024 | Dec 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PACIFICA CAPITAL REAL ESTATE | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Denver | Co | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 | $748M | $748M | 4 | 3 | 3 | 15 | n/a |
| 2024 | Mar 28, 2025 | $622M | $622M | 4 | 3 | 3 | 14 | n/a |
| 2023 | Mar 5, 2024 | $602M | $602M | 3 | 3 | 2 | 15 | $127M |
| 2022 | Mar 24, 2023 | $532M | $532M | 3 | 3 | 2 | 16 | $124M |
| 2021 | Mar 9, 2022 | $555M | $555M | 5 | 4 | 1 | 16 | $134M |
| 2020 | Mar 16, 2021 | $467M | $467M | 5 | 4 | 1 | 14 | $108M |
| 2019 | Mar 12, 2020 | $464M | $464M | 5 | 4 | 1 | 14 | $106M |
| 2018 | Mar 11, 2019 | $316M | $316M | 4 | 3 | 1 | 13 | $104M |
| 2017 | Mar 15, 2018 | $428M | $428M | 5 | 3 | 1 | 12 | $89.4M |
| 2016 | Mar 29, 2017 | $415M | $415M | 10 | 9 | n/a | 10 | $89.4M |
| 2015 | Mar 30, 2016 | $377M | $377M | 4 | 4 | n/a | 7 | $58.6M |
| 2014 | Mar 20, 2015 | $380M | $380M | 3 | 3 | n/a | 6 | $50.5M |
| 2013 | Mar 26, 2014 | $329M | $329M | 3 | 3 | n/a | 1 | $10.8M |
| 2012 | Mar 14, 2013 | $259M | $259M | 3 | 3 | n/a | 1 | $9.0M |
| 2011 | Mar 28, 2012 | $245M | $245M | n/a | n/a | n/a | 1 | $9.5M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $748M | $622M | 20.1% | $532M | 12.0% | 4 | 4 | 3 | 3 |