Pacer Advisors, Inc.
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 137381
- Registered since
- April 30, 2014
- Website
- www.paceradvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pacer Advisors, Inc. operates as an institutional registered investment adviser and is organized as a corporation. Registered with the SEC in 2014, the firm serves an institutional client base and charges fees as a percentage of assets under management. It maintains broker-dealer and insurance broker activities and provides portfolio management services for investment companies and pooled investment vehicles. The firm is not identified as an active ESG investor and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Erin Jagusak
Chief Compliance OfficerCRD 4532335
Contacts
3 of 23
Brian Lomedico
Managing DirectorCRD 5648592
Ashlee Bradbard
Senior Vice PresidentCRD 5761850
Michael Gillespie
Internal WholesalerCRD 6984817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$752M in ETFs
22%
$168M
78%
$584M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER SWAN SOS MODERATE (OCTOBER) ETF (PSMO) | Active | Options Trading | $85.7M | 2,633,439 | 11.40% |
Location
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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