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Trustee · Pacifica Capital Investments

Cynthia O. Leonard

CRD 7991222 · Named on Form ADV at one SEC-registered adviser

At a glance

Pacifica Capital Investments, an SEC-registered wealth manager with $748 million in regulatory assets, lists Cynthia O. Leonard on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Cynthia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kari N. LambertPrincipal, Chief Executive Officer & Chief Compliance Officer, Pacifica Capital Investments
  • Blair H. BodekPrincipal, Chief Investment Officer, Pacifica Capital Investments
  • Adrienne L. SchmidtPrincipal, Chief Operating Officer, Pacifica Capital Investments

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cynthia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.