Pacific Capital Associates
Pacific Capital Associates is an SEC-registered mass-market adviser in San Diego, CA with $258.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Pacific Capital Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160407, SEC 801-112260, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $258.8M (2026-04-20)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 497
- CRD
- 160407
- Ownership
- SIMON, JOHN, MATTHEW; TOSCANO, RICHARD, ESTEBAN; HOOKER, VICTORIA, MICAELA
How much AUM does Pacific Capital Associates have?
Pacific Capital Associates reported $258.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Pacific Capital Associates?
Disclosed owners and executives of Pacific Capital Associates include SIMON, JOHN, MATTHEW, TOSCANO, RICHARD, ESTEBAN, HOOKER, VICTORIA, MICAELA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.