Pacer Advisors, Inc.

RIASEC RegisteredEst. 2014
Total AUM
$38.6B
Discretionary
$38.6B
100% of AUM
Avg account
$678M
Accounts
57
Employees
24
Advisory reps
24

Firm details

Headquarters
Malvern, Pennsylvania
CRD number
137381
Registered since
April 30, 2014
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pacer Advisors, Inc. is a corporation registered with the SEC since 2014 that functions as an institutional registered investment adviser serving institutional clients. The firm charges fees as a percentage of assets under management and performs portfolio management for investment companies and for pooled investment vehicles. It also maintains broker-dealer and insurance broker activities and is affiliated with broker-dealer, commodity pool operator/CTA, and insurance company entities. Pacer does not identify as an active ESG investor and is not structured as a multi-state or capital‑allocating adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Johnson

    Jeffrey Johnson

    Chief Compliance OfficerCRD 5508770

Contacts

3 of 23
  • John Abbott

    John Abbott

    Managing DirectorCRD 7309435

  • Donald Kornse

    Donald Kornse

    Managing DirectorCRD 7538847

  • Nathan Baker

    Nathan Baker

    Managing DirectorCRD 7433826

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 34

Active vs passive

$752M in ETFs

Passive

22%

$168M

Active

78%

$584M

ETFProviderStyleCategoryValueShares% of portfolio
PACER SWAN SOS MODERATE (OCTOBER) ETF (PSMO)ActiveOptions Trading$85.7M2,633,43911.40%

Location

Primary office

Malvern, PA

Chester

Location

Malvern, PA

Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
500 Chesterfield Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth