{
  "crd_number": 161424,
  "slug": "the-pacific-group-limited-sheung-wan-161424",
  "primary_business_name": "THE PACIFIC GROUP LIMITED",
  "legal_name": "THE PACIFIC GROUP LIMITED",
  "dbas": [],
  "city": "Sheung Wan",
  "state": null,
  "country": "Hong Kong",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-02-05",
  "carried_forward": false,
  "raum_total": 41757589.0,
  "raum_discretionary": 41757589.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 41757589.0,
      "count": 1,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://pacgrp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161424",
  "city_as_filed": "SHEUNG WAN",
  "url": "https://advisorcensus.com/firm/the-pacific-group-limited-sheung-wan-161424",
  "display_name": "The Pacific Group Limited",
  "summary": "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.",
  "citation": "AdvisorCensus. The Pacific Group Limited (CRD 161424): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is The Pacific Group Limited compensated?",
      "a": "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."
    },
    {
      "q": "Where is The Pacific Group Limited located?",
      "a": "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)."
    },
    {
      "q": "Is The Pacific Group Limited registered with the SEC or a state?",
      "a": "The Pacific Group Limited is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161424."
    },
    {
      "q": "How much does The Pacific Group Limited manage?",
      "a": "The Pacific Group Limited reports $41,757,589 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Pacific Group Limited's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does The Pacific Group Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1)."
    },
    {
      "q": "Does The Pacific Group Limited 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/161424"
    },
    {
      "q": "Does The Pacific Group Limited state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in The Pacific Group Limited's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $30,903,589 to $41,757,589 (+35%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 60939366.0,
      "total_employees": 7,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 64998496.0,
      "total_employees": 6,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 64219099.0,
      "total_employees": 6,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 31133675.0,
      "total_employees": 6,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 30903589.0,
      "total_employees": 6,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 41757589.0,
      "total_employees": 6,
      "filing_date": "2026-02-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $30,903,589 to $41,757,589 (+35%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$20,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We generally require separately managed account clients to have a minimum account size of $20,000,000 to receive discretionary investment advisory services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 20000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We generally require separately managed account clients to have a minimum account size of $20,000,000 to receive discretionary investment advisory services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-pacific-group-limited-sheung-wan-161424.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 41757589.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "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/161424",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}