AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Pacer Advisors, Inc.
Pacer Advisors, Inc. is an SEC-registered investment advisory firm in Malvern, PA, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.
Quick answers
From the filingHow is Pacer Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Pacer Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.
Where is Pacer Advisors, Inc. located?
Pacer Advisors, Inc.'s principal office is in Malvern, PA, according to its Form ADV.
Is Pacer Advisors, Inc. registered with the SEC or a state?
Pacer Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 137381.
How much does Pacer Advisors, Inc. manage?
Pacer Advisors, Inc. reports $41,843,740,164 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).
How have Pacer Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Pacer Advisors, Inc.: Regulatory assets under management: $6,148,782,727 in the October 2021 data and $41,843,740,164 in the October 2026 data, up 581%. Total employees: 21 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Pacer Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: investment companies (71).
Does Pacer Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137381
What changed in Pacer Advisors, Inc.'s recent Form ADV filings?
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$41,843,740,164 as of October 2026, filing dated August 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 24. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $41,843,740,164 | 24 | August 13, 2026 |
| October 2025 | $46,063,913,101 | 23 | January 9, 2025 |
| October 2024 | $35,111,495,358 | 22 | June 27, 2024 |
| October 2023 | $24,326,963,545 | 22 | September 11, 2023 |
| October 2022 | $12,441,776,473 | 22 | March 31, 2022 |
| October 2021 | $6,148,782,727 | 21 | March 22, 2021 |
Regulatory assets under management: $6,148,782,727 in the October 2021 data and $41,843,740,164 in the October 2026 data, up 581%.
Total employees: 21 in October 2021 and 24 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $46,063,913,101 to $38,636,106,771 (-16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pacer Advisors, Inc. (CRD 137381): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pacer-advisors-inc-malvern-pa-137381