Pacific Capital Advisors
RIA · $950.0M AUM · West Coast
Expansion Score
85
Churn Risk
10
Days in Stage
62
Avg Response Time
10h
Activity Timeline
9 eventsOpened February pipeline update email
Video call with James Mitchell — discussed advisory board seat for Fund III
Visited Fund III data room — 16 min, reviewed side letter templates
Clicked link to Fund III track record comparison
Opened Fund III Overview deck email
Opened Q3 2025 investor letter
Attended Seattle Investor Day
Phone call with Director of Alternatives — asked about Fund III timeline
Opened Fund II exit case study email
Relationship Summary
🤖 AI-ComputedPacific Capital Advisors has been highly engaged over the past 90 days. They opened 4 of 4 emails, had 1 meeting, and show strong expansion signals. Their previous fund commitment was $6.0M; expansion to $8.0M–$10.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Diana Nakamura, Managing Director
- Sector Focus
- Value-Add Multifamily
- Typical Check
- $8.0M
- Current Commitment
- $8.0M
- Previous Fund
- $6.0M
- Assigned To
- Karen Lee
- Stage Since
- Dec 10, 2025
- Priority Rank
- #5 of 45