# 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.

- CRD: 161424
- Filed as: THE PACIFIC GROUP LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sheung Wan, Hong Kong
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161424
- AdvisorCensus page: https://advisorcensus.com/firm/the-pacific-group-limited-sheung-wan-161424

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $41,757,589
- Discretionary: $41,757,589
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 1 | $41,757,589 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Sheung Wan

### Websites listed on Form ADV (Item 1.I)
- [pacgrp.com](https://pacgrp.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $60,939,366 | 7 | March 16, 2021 |
| October 2022 | $64,998,496 | 6 | March 15, 2022 |
| October 2023 | $64,219,099 | 6 | March 28, 2023 |
| October 2024 | $31,133,675 | 6 | March 14, 2024 |
| October 2025 | $30,903,589 | 6 | March 4, 2025 |
| October 2026 | $41,757,589 | 6 | February 5, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $30,903,589 to $41,757,589 (+35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Pacific Group Limited (CRD 161424): Form ADV filing data as of October 2026.