OM PACIFIC CAPITAL LLC

OM PACIFIC CAPITAL LLC is an SEC-registered investment adviser (CRD 269970). Regulatory assets under management: $50.0M.

Registration

• CRD: 269970
• SEC file number: 801-101513
• Type: Registered investment adviser
• Phone: 415-234-3581
• Latest filing: 2026-03-30
• Regulatory AUM: $50.0M
• Discretionary AUM: $30.0M
• Non-discretionary AUM: $20.0M
• Clients: 3
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269970 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search