The Pacific Group Limited

Overview

The Pacific Group Limited is an independent registered investment advisor that primarily serves individuals and families. The firm has been SEC-registered since 2012 and operates as a corporation with a mix of domestic, foreign and individual ownership interests. Its client work centers on discretionary portfolio management for individuals/small businesses and for pooled investment vehicles. Compensation is structured as a percentage of assets under management and can include performance-based fees. The firm does not describe itself as an active ESG investor or a multi-state adviser, and it does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices