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THE PACIFIC GROUP LIMITED
CRD 161424File 801-74247
APPROVED
Retail clients
Filing as of Feb 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$41.8M
Bottom 25% of cohort (national)
Discretionary AUM
$41.8M
Clients
1
1 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 30, 2012
- Principal office
- 18/F SHUM TOWER, 268 DES VOEUX ROAD CENTRAL, SHEUNG WAN
- Phone
- 852 2810 1399
- Website
- HTTP://WWW.PACGRP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $41.8M
- Discretionary AUM
- $41.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $41.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | $41.8M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | AUM | $30,903,589 | $41,757,589 | increased by$10,854,000 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $64,998,496 | $30,903,589 | decreased by$34,094,907 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 1 | decreased by1 |
| Apr 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | AUM | $60,939,366 | $64,998,496 | increased by$4,059,130 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACIFIC GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACIFIC GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.