Blake
Isaacson

Pacifica Capital Investments

CRD#4868584
Investment Advisor
in Rancho Santa Fe, CA

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About this Advisor

Blake Isaacson is a financial advisor based in Rancho Santa Fe, California, working with Pacifica Capital Investments. Blake has previously held positions at Pacifica Capital Investments and Blacke Isaacson & Associates. Blake has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Blake is part of Pacifica Capital Investments, which operates out of Rancho Santa Fe, California. The firm has 2 offices and 3 employees. The firm manages assets totaling $602.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Pacifica Capital Investments includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

5119 El Mirlo
Rancho Santa Fe, CA 92067

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Pacifica Capital Investments Brokerage Details

Total Assets Under Management

$602,021,362

Total Number of Employees

3

Total Number of Accounts

276

Average Account Size

$2,181,237

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Blake Isaacson Work History

2004 - Present (20 years)

Pacifica Capital Investments

1990 - Present (34 years)

Blacke Isaacson & Associates

Disclosures

Please visit the SEC profile of Blake Isaacson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pacifica Capital Investments

Blair Bodek
Philadelphia, PA
Kari Lambert
Leander, TX
Blake Isaacson
Rancho Santa Fe, CA
Steven Leonard
Rancho Santa Fe, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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