Tricor Pacific Capital, Inc. is a large advisory firm based in Vancouver. It manages $523.75 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.
Tricor Pacific Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tricor Pacific Capital, Inc. is $523.75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tricor Pacific Capital, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roderick Riley Senft has been acting as President since 1 Mar 2006. John L. Westerman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Tricor Pacific Capital, Inc. performs its advisory services is located at Suite 1560 200 Burrard Street, Vancouver, V6 C 3 L6, which is also the mailing address of the firm. An additional office of the firm is in Lake Forest, IL. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 604-688-7669 or by fax 604-688-7649. The normal business hours are 8:30 am - 5:00 pm pst on Monday - Friday. You can find more information about the New York firm at www.tricorpacific.com.