The Pacific Group Limited

Overview

The Pacific Group Limited is a small, corporate-structured registered investment adviser that provides discretionary portfolio management for high-net-worth individuals and pooled investment vehicles. Registered with the SEC since 2012, the firm charges a combination of percentage-of-AUM fees and performance-based fees, and its mandate supports both separately managed accounts and pooled vehicle management. The firm’s investment posture is equity-focused: exchange-traded public equities dominate its deployed capital, and it does not identify as an active ESG investor. With a very concentrated client base, The Pacific Group Limited appears to run bespoke equity portfolios while also retaining the flexibility to place capital into third‑party alternative managers. The presence of performance fees and allocations to private equity and hedge funds suggests a willingness to use fee structures and strategies that align manager incentives with outperformance and to pursue return enhancement beyond liquid public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices