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Om Pacific Capital LLC (Los Gatos)


Om Pacific Capital LLC is an adviser based in Los Gatos. It manages $11 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

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Om Pacific Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Om Pacific Capital: assets under management

The assets under management (AUM) of Om Pacific Capital LLC is $11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $407.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Om Pacific Capital LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Based in Los Gatos

The principal office where Om Pacific Capital LLC performs its advisory services is located at 200 Winchester Circle, A317, Los Gatos, CA 95032, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-234-3581. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at ompacificcap.com.


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