Pacifica Partners Inc
- Regulatory AUM
- $316M
- Discretionary
- $312M
- Clients
- 580
- Avg AUM / client
- $545K
- Accounts
- 1,447
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jan 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 402 | $76.4M | 24.2% |
| High net worth individuals | 142 | $160M | 50.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $46.7M | 14.8% |
| Corporations and other businesses | 35 | $33.1M | 10.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ajbinder Singh Sull | President | CFA | May 2008 (18y) | ≈ 18.75% – 50% via Sull Pacific Holdings Ltd. |
| Amandeep Bhangu | Chief Compliance Officer And Vice President | CFA | May 2008 (18y) | ≈ 18.75% – 50% via Cipher Pacific Holdings Ltd. |
| Naveen Chandra Gopal | Vice President | May 2008 (18y) | ≈ 18.75% – 50% via Arnasi Investments Ltd. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cipher Pacific Holdings Ltd. | Shareholder | Jul 2016 | A | 25% – 50% |
| Sull Pacific Holdings Ltd. | Shareholder | Jul 2016 | A | 25% – 50% |
| Arnasi Investments Ltd. | Shareholder | Jul 2016 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ajbinder Singh Sull: 75% – 100% of Sull Pacific Holdings Ltd. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Amandeep Bhangu: 75% – 100% of Cipher Pacific Holdings Ltd. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Naveen Chandra Gopal: 75% – 100% of Arnasi Investments Ltd. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Bank Financial Inc. $309M (98% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗