Phocas Financial Corporation is a wealth manager based in Alameda, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The firm is 100% employee-owned. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. Phocas client roster also includes several managers of managers working on behalf of large investors including significant U.S. public pension plans. Phocas currently manages three strategies: U.S. Small Cap Value equities; U.S. Equity Real Estate Investment Trusts; and U.S. Equity Income which invests in equities, fixed income instruments and preferred securities. The investment strategies at Phocas are designed to deliver attractive long-term returns with moderate risk and low turnover.
Investment types: Equity Financing, Growth Capital, Long-Term Investments, Private Equity, REITs, Securities, Small-Cap/Micro-Cap Fund
Sectors & themes: Asian, Black/African American, Business & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Equity/Mutual Funds, Fixed Income/Debt Securities, Investment Management, Legal & Tax Services, Multi-Asset Investing, Real Assets, Wealth & Estate Planning, Women-Centered High-Level Sectors, Diversity-Focused, Commercial & Professional Services, Professional Business Services, Finance, Financial Services, Traditional Investments (Liquid Assets), Alternative Investments
Preferred geographies: United States
Location: 1080 Marina Village Parkway\nSuite 520\nAlameda\nCalifornia\n94501\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.