{ "crd_number": 137381, "slug": "pacer-advisors-inc-malvern-pa-137381", "primary_business_name": "PACER ADVISORS, INC.", "legal_name": "PACER ADVISORS, INC.", "dbas": [], "city": "Malvern", "state": "PA", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2014-04-30", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-08-13", "carried_forward": false, "raum_total": 41843740164.0, "raum_discretionary": 41843740164.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 24, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "investment_companies": { "raum": 41843740164.0, "count": 71 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "PA" ], "websites": [ "https://paceradvisors.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137381", "city_as_filed": "MALVERN", "url": "https://advisorcensus.com/firm/pacer-advisors-inc-malvern-pa-137381", "display_name": "Pacer Advisors, Inc.", "summary": "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.", "citation": "AdvisorCensus. Pacer Advisors, Inc. (CRD 137381): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Pacer Advisors, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Pacer Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Pacer Advisors, Inc. located?", "a": "Pacer Advisors, Inc.'s principal office is in Malvern, PA, according to its Form ADV." }, { "q": "Is Pacer Advisors, Inc. registered with the SEC or a state?", "a": "Pacer Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 137381." }, { "q": "How much does Pacer Advisors, Inc. manage?", "a": "Pacer Advisors, Inc. reports $41,843,740,164 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary)." }, { "q": "How have Pacer Advisors, Inc.'s assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Pacer Advisors, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: investment companies (71)." }, { "q": "Does Pacer Advisors, Inc. report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Pacer Advisors, Inc.'s recent Form ADV filings?", "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 6148782727.0, "total_employees": 21, "filing_date": "2021-03-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 12441776473.0, "total_employees": 22, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 24326963545.0, "total_employees": 22, "filing_date": "2023-09-11" }, { "period": "2024-10-01", "regulatory_assets_under_management": 35111495358.0, "total_employees": 22, "filing_date": "2024-06-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 46063913101.0, "total_employees": 23, "filing_date": "2025-01-09" }, { "period": "2026-10-01", "regulatory_assets_under_management": 41843740164.0, "total_employees": 24, "filing_date": "2026-08-13" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $46,063,913,101 to $38,636,106,771 (-16%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/pacer-advisors-inc-malvern-pa-137381.md", "clients": [ { "type": "investment_companies", "label": "Investment companies", "count": 71, "fewer_than_5": false, "raum": 41843740164.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137381", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }