David
Fried

Pacifica Capital Investments

CRD#6629284
Investment Advisor
in Englewood, CO

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About this Advisor

David Fried is a financial advisor based in Englewood, Colorado with a total of 7 years of relevant experience. Fried is currently employed by Pacifica Capital Investments. Throughout their career, they have worked at Cushman & Wakefield, Dtz, Cassidy Turley and Pacifica Capital Investments. Fried holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Colorado. Pacifica Capital Investments is a registered investment business with a branch in Englewood, Colorado. It has offices in two locations and just three employees. It oversees $532 million in assets between its 248 client accounts, placing it among the bigger firms in the country by assets under management. Of its 248 customer accounts, 51% are held by high-net-worth individuals who have at least $1 million in investable assets. Pacifica Capital Investments performs a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees charged by Pacifica Capital Investments likely consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

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

8390 E. Crescent Pkwy Suite 450
Englewood, CO 80111

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Pacifica Capital Investments Brokerage Details

Total Assets Under Management

$531,630,021

Total Number of Employees

3

Total Number of Accounts

248

Average Account Size

$2,143,669

Investment Advisory Services

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

David Fried Work History

David has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Pacifica Capital Investments

2015 - Present (9 years)

Cushman & Wakefield

2015 - 2015 (< 1 year)

Dtz

2010 - 2015 (5 years)

Cassidy Turley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Fried 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

David Fried
Englewood, CO
Blair Bodek
Philadelphia, PA
Graham Riley
Leander, TX
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 4/16/2023. 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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