Investment adviser · CRD 125790

PACIFICA CAPITAL INVESTMENTS

Investment adviser filing (IA)

PACIFICA CAPITAL INVESTMENTS LLC

· Form ADV filed Apr 30, 2026

Regulatory AUM
$748M
Form ADV · Item 5.F
Client accounts
277
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals87$576,094,33877.1%
Pooled investment vehicles15$131,968,96417.7%
Individuals69$19,310,8092.6%
CharitiesFewer than 5$18,885,6432.5%
Retirement plansFewer than 5$670,0300.1%
Corporations & businessesFewer than 5$654,3640.1%
Filing source

Form ADV 2102134 · Apr 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLCReal Estate Fund · Last reported Apr 30, 2026$26.5MGross asset value
Marketer BLAKE ISAASON SAN DIEGO, California, United States Related to adviser: Yes
Marketer MATTHEW BURTON PACIFIC PALISADES, California, United States Related to adviser: No
Marketer STEVE SAMUELS SADDLE BROOK, New Jersey, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes
Fund details & source
Fund ID
805-8083800759
Reported beneficial owners
99
Minimum commitment
$50K

Form ADV 2102134 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RAF PACIFICA GROUP - REAL ESTATE FUND VI, LLCReal Estate Fund · Last reported Apr 30, 2026$20MGross asset value
Auditor SANVILLE AND COMPANY ABINGTON, Pennsylvania, United States
Custodian FORTIS PRIVATE BANK DENVER, Colorado, United States Related to adviser: No
Marketer BLAKE ISAACSON SAN DIEGO, California, United States Related to adviser: Yes
Marketer STEVE SAMUELS SADDLE BROOK, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

SANVILLE AND COMPANY
PCAOB 169

Fund details & source
Fund ID
805-4408764062
Reported beneficial owners
74
Minimum commitment
$100K

Form ADV 2102134 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLCReal Estate Fund · Last reported Apr 30, 2026$15.3MGross asset value
Custodian FORTIS PRIVATE BANK DENVER, Colorado, United States Related to adviser: No
Marketer BLAKE ISAACSON SAN DIEGO, California, United States Related to adviser: Yes
Marketer STEVE SAMUELS SADDLE BROOK, New Jersey, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes
Fund details & source
Fund ID
805-4219160612
Reported beneficial owners
62
Minimum commitment
$250K

Form ADV 2102134 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RAF PACIFICA GROUP - REAL ESTATE FUND II, LLCReal Estate Fund · Last reported Apr 30, 2026$13.6MGross asset value
Custodian FORTIS PRIVATE BANK DENVER, Colorado, United States Related to adviser: No
Marketer BLAKE ISAACSON SAN DIEGO, California, United States Related to adviser: Yes
Marketer STEVE SAMUELS SADDLE BROOK, New Jersey, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes
Fund details & source
Fund ID
805-8446603876
Reported beneficial owners
91
Minimum commitment
$100K

Form ADV 2102134 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PACIFICA REAL ESTATE V, LLCReal Estate Fund · Last reported Apr 30, 2026$13.1MGross asset value

Form D fundraising filings

Pacifica Real Estate V, LLC

Custodian FORTIS PRIVATE BANK DENVER, Colorado, United States Related to adviser: No
Marketer BLAKE ISAACSON SAN DIEGO, California, United States Related to adviser: Yes
Marketer MATTHEW BURTON PACIFIC PALISADES, California, United States Related to adviser: Yes
Marketer STEVE SAMUELS SADDLE BROOK, New Jersey, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes
Fund details & source
Fund ID
805-7433125792
Reported beneficial owners
86
Minimum commitment
$100K
Form D file number
021-255660

Form ADV 2102134 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PACIFICA CAPITAL STACKED, LLCPrivate Equity Fund · Last reported Apr 30, 2026$8.4MGross asset value
Custodian FORTIS PRIVATE BANK DENVER, Colorado, United States Related to adviser: No
Marketer BLAKE ISAACSON SAN DIEGO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes
Fund details & source
Fund ID
805-2613292954
Reported beneficial owners
40
Minimum commitment
$250K

Form ADV 2102134 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PACIFICA REAL ESTATE III, LLCReal Estate Fund · Last reported Apr 30, 2026$7.78MGross asset value
Custodian FORTIS PRIVATE BANK DENVER, Colorado, United States Related to adviser: No
Marketer BLAKE ISAACSON SAN DIEGO, California, United States Related to adviser: Yes
Marketer STEVE SAMUELS SADDLE BROOK, New Jersey, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes
Fund details & source
Fund ID
805-2566744349
Reported beneficial owners
53
Minimum commitment
$100K

Form ADV 2102134 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 30, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 125790

Filing source

Form ADV 2102134 · Apr 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.