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Principal, Chief Executive Officer & Chief Compliance Officer · Pacifica Capital Investments

Kari N. Lambert

CRD 5650086 · 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 Kari N. Lambert on its Form ADV as Principal, Chief Executive Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Pacifica Capital InvestmentsPrincipal, Chief Executive Officer & Chief Compliance OfficerWealth manager · United States · $748M in regulatory assets

AtlasMembers

Kari’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

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