The Pacific Group Limited (Sheung Wan)

The Pacific Group Limited provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Pacific Group Limited: assets under management

The assets under management (AUM) of The Pacific Group Limited is $84.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and $50.35 million of the total AUM is attributable to clients outside of the United States.

The firm manages $84.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.19 million each.

Investments

The firm invests in state and local bonds the most. They account for 53% of the total AUM. The second-largest asset type is exchange traded securities, which make up 40% of the firm’s portfolio. Investments in other assets form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Pacific Group Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients The Pacific Group Limited serves?

The only and largest group of clients of The Pacific Group Limited is high net worth individuals with 1 clients and $34.03 million of assets under management. Among the 4 most similar advisory firms, The Pacific Group Limited has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $34.03 million for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 40% of the firm’s clients are foreign persons or businesses.

The Pacific Group Limited doesn't advise any private funds.

Careers at The Pacific Group Limited

The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Sheung Wan

The principal office where The Pacific Group Limited performs its advisory services is located at 18/F Shum Tower, Sheung Wan, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 852 2810 1399 or by fax 852 2524 1280. The normal business hours are 0830-1800 on Monday - Friday. You can find more information about the New York firm at pacgrp.com.

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