PACIFICA CAPITAL INVESTMENTS, LLC

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Pacifica Capital Investments is based out of Leander. Pacifica Capital Investments is a hedge fund with 250 clients and discretionary assets under management (AUM) of $555,421,278 (Form ADV from 2022-04-19). Their last reported 13F filing for Q1 2022 included $306,656,000 in managed 13F securities and a top 10 holdings concentration of 95.24%. Pacifica Capital Investments's largest holding is Berkshire Hathaway Inc Class B with shares held of 228,935. Pacifica Capital Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 51 13F filings, and 10 13G filings

03/31/2022

13F Activity

  • Market Value $306.656 Million
  • Prior Market Value $324.989 Million
  • New Purchases0 stocks
  • Additional Purchases7 stocks
  • Sold out of1 stock
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 95.24 %
  • Turnover % [1]:5.00%
  • Turnover Alt % [2]: 1.13 %
  • Time Held Top20:26.70 quarters
  • Time Held Top10:19.90 quarters
  • Time Held All:30.85 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-02-14

Performance for Q4 2021: -15.73%
Performance Last 4 Quarters: 22.73%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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View Last Form Adv Compilation Report on Record

PACIFICA CAPITAL INVESTMENTS
Classified as Hedge Fund

  

Business Phone: 512-337-5521
Fax: 888-302-3545
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 121,860,000
Total Number of Clients: 250
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2022-03-09
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RAF PACIFICA - TEXAS FUND V, LLC United States 805-2639898325 Real Estate Fund 13,095,580 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 7,782,213 100,000
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 15,627,150 250,000
PACIFICA SEATTLE FUND I, LLC United States 805-7727750328 Real Estate Fund 2,178,194 25,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 8,397,853 250,000
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,715,000 100,000
RAF PACIFICA OPPORTUNITY LOAN FUND I, LLC United States 805-1577984676 Private Equity Fund 13,225,266 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 25,754,203 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 7,989,403 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 13,631,400 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 13,095,580 100,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 4,618,730 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND VI, LLC United States 805-4408764062 Real Estate Fund 5,794,719 100,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2021-12-02
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 7,989,403 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 13,631,400 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 13,095,580 100,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 4,618,730 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 7,885,517 100,000
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 12,438,500 250,000
PACIFICA SEATTLE FUND I, LLC United States 805-7727750328 Real Estate Fund 2,178,194 25,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 8,397,853 250,000
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,715,000 100,000
RAF PACIFICA OPPORTUNITY LOAN FUND I, LLC United States 805-1577984676 Private Equity Fund 13,433,069 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 22,072,650 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 0 100,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2021-06-25
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 7,989,403 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 13,631,400 100,000
PACIFICA SEATTLE FUND I, LLC United States 805-7727750328 Real Estate Fund 2,178,194 25,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 8,397,853 250,000
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,715,000 100,000
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 12,438,500 250,000
RAF PACIFICA OPPORTUNITY LOAN FUND I, LLC United States 805-1577984676 Private Equity Fund 13,433,069 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 22,072,650 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 13,095,580 100,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 4,618,730 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 7,885,517 100,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2021-03-16
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,715,000 100,000
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 12,438,500 250,000
RAF PACIFICA OPPORTUNITY LOAN FUND I, LLC United States 805-1577984676 Private Equity Fund 13,433,069 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 22,072,650 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 13,095,580 100,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 4,618,730 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 7,885,517 100,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 8,397,853 250,000
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 7,989,403 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 13,631,400 100,000
PACIFICA SEATTLE FUND I, LLC United States 805-7727750328 Real Estate Fund 2,178,194 25,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2020-11-17
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 11,466,500 250,000
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,715,000 100,000
RAF PACIFICA LOAN FUND, LLC United States 805-1577984676 Private Equity Fund 10,019,250 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 17,601,222 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 13,095,580 100,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 6,137,775 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 8,126,559 100,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 8,397,853 250,000
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 7,989,403 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 13,631,400 100,000
PACIFICA SEATTLE FUND I, LLC United States 805-7727750328 Real Estate Fund 6,910,000 25,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2020-09-25
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 11,466,500 250,000
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,715,000 100,000
RAF PACIFICA LOAN FUND, LLC United States 805-1577984676 Private Equity Fund 10,019,250 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 17,601,222 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 13,095,580 100,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 6,137,775 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 8,126,559 100,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 8,397,853 250,000
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 7,989,403 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 13,631,400 100,000
PACIFICA SEATTLE FUND I, LLC United States 805-7727750328 Real Estate Fund 6,910,000 25,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,715,000 100,000
RAF PACIFICA LOAN FUND, LLC United States 805-1577984676 Private Equity Fund 10,019,250 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 17,601,222 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 13,095,580 100,000
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 11,466,500 250,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 6,137,775 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 8,126,559 100,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 8,397,853 250,000
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 7,989,403 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 13,631,400 100,000
PACIFICA SEATTLE FUND I, LLC United States 805-7727750328 Real Estate Fund 6,910,000 25,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2020-03-12
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RAF PACIFICA LOAN FUND, LLC United States 805-1577984676 Private Equity Fund 10,019,250 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 17,601,222 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,715,000 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 13,095,580 100,000
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 11,466,500 250,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 6,137,775 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 8,126,559 100,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 8,397,853 250,000
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 7,989,403 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 13,631,400 100,000
PACIFICA SEATTLE FUND I, LLC United States 805-7727750328 Real Estate Fund 6,910,000 25,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2019-03-11
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RAF PACIFICA LOAN FUND, LLC United States 805-1577984676 Private Equity Fund 3,741,250 50,000
RAF PACIFICA GROUP - REAL ESTATE FUND IV, LLC United States 805-8083800759 Real Estate Fund 11,305,500 50,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 19,184,496 100,000
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 2,155,000 100,000
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 12,492,243 100,000
PACIFICA REAL ESTATE SENIOR LIVING FUND I, LLC United States 805-4219160612 Real Estate Fund 4,579,250 250,000
RFA PACIFICA GROUP - REAL ESTATE FUND III, LLC United States 805-7343074466 Real Estate Fund 3,479,950 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 6,354,609 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 10,605,848 100,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 10,632,102 250,000
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 10,820,707 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 8,195,000 100,000

PACIFICA CAPITAL INVESTMENTS LLC

ownership team - last updated 2017-06-26
Name Title Start Date Direct/Indirect % Ownership
LEONARD, STEVEN, CHARLES PRINCIPAL/ MANAGING PRINCIPAL 03/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/CCO direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL/ MANAGING PRINCIPAL direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ PRESIDENT direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER direct 1998-03-01
PACIFICA CAPITAL INVESTMENTS LLC MANAGING MEMBER/ CHIEF INVESTMENT OFFICER direct 1998-03-01
PEMBERTON, KARI, NADINE PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND DIRECTOR OF RESEARCH direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01
PACIFICA CAPITAL INVESTMENTS LLC CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER direct 2014-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PACIFICA REAL ESTATE V, LLC United States 805-7433125792 Real Estate Fund 12,492,243 100,000
PACIFICA REAL ESTATE II, LLC United States 805-5593772429 Real Estate Fund 6,426,009 100,000
PACIFICA REAL ESTATE I, LLC United States 805-9250625473 Real Estate Fund 0 100,000
PACIFICA REAL ESTATE III, LLC United States 805-2566744349 Real Estate Fund 12,740,792 100,000
PACIFICA CAPITAL STACKED, LLC United States 805-2613292954 Private Equity Fund 10,043,115 250,000
PACIFICA CAPITAL FUND, L.P. United States 805-4977714886 Private Equity Fund 17,458,132 250,000
PACIFICA REAL ESTATE IV, LLC United States 805-7448944053 Real Estate Fund 10,847,827 100,000
RAF PACIFICA GROUP - REAL ESTATE FUND II, LLC United States 805-8446603876 Real Estate Fund 3,960,000 100,000
RAF PACIFICA GROUP - DEVELOPMENT FUND I, LLC United States 805-6875436218 Real Estate Fund 13,812,300 100,000
PACIFICA REAL ESTATE SANTA BARBARA FUND I, LLC United States 805-3974804343 Real Estate Fund 1,605,000 100,000

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