AdvisorCensus / Financial advisors / The Pacific Group Limited
The Pacific Group Limited is an SEC-registered investment advisory firm in Sheung Wan, Hong Kong, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.
Quick answers
From the filingHow is The Pacific Group Limited compensated?
On its Form ADV (Item 5.E, October 2026), The Pacific Group Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is The Pacific Group Limited located?
The Pacific Group Limited's principal office is in Sheung Wan, Hong Kong, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is The Pacific Group Limited registered with the SEC or a state?
The Pacific Group Limited is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161424.
How much does The Pacific Group Limited manage?
The Pacific Group Limited reports $41,757,589 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).
How have The Pacific Group Limited's assets and staff changed since 2021?
In the Form ADV data for The Pacific Group Limited: Regulatory assets under management: $60,939,366 in the October 2021 data and $41,757,589 in the October 2026 data, down 31%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Pacific Group Limited serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (1).
Does The Pacific Group Limited 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/161424
Does The Pacific Group Limited state an account minimum?
Its Form ADV Part 2A brochure dated February 5, 2026 says: "We generally require separately managed account clients to have a minimum account size of $20,000,000 to receive discretionary investment advisory services."
What changed in The Pacific Group Limited's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $30,903,589 to $41,757,589 (+35%).
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
- Performance-based fees
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
Fees and minimums
Form ADV Part 2AAccount minimum: $20,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally require separately managed account clients to have a minimum account size of $20,000,000 to receive discretionary investment advisory services.
As stated in the firm's Form ADV Part 2A brochure dated February 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$41,757,589 as of October 2026, filing dated February 5, 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 individuals and/or small businesses
- 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
- 2012 (14 years)
- Employees
- Total: 6. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
- Not reported.
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 | $41,757,589 | 6 | February 5, 2026 |
| October 2025 | $30,903,589 | 6 | March 4, 2025 |
| October 2024 | $31,133,675 | 6 | March 14, 2024 |
| October 2023 | $64,219,099 | 6 | March 28, 2023 |
| October 2022 | $64,998,496 | 6 | March 15, 2022 |
| October 2021 | $60,939,366 | 7 | March 16, 2021 |
Regulatory assets under management: $60,939,366 in the October 2021 data and $41,757,589 in the October 2026 data, down 31%.
Total employees: 7 in October 2021 and 6 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- March 2026
- Regulatory assets under management went from $30,903,589 to $41,757,589 (+35%).
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. The Pacific Group Limited (CRD 161424): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-pacific-group-limited-sheung-wan-161424