The Pacific Group Limited
- Regulatory AUM
- $41.8M
- Discretionary
- $41.8M
- Clients
- 1
- Avg AUM / client
- $41.8M
- Accounts
- 1
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | 1 | $41.8M | 100.0% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kaye, William, Samuel | Chief Investment Officer And Senior Managing Director | Aug 1991 (35y) | ≈ 42.19% – 100% via Eire Investments Ltd. | |
| Soong, Yiu, Cho | Chief Operating Officer And Chief Compliance Officer | Feb 2012 (15y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kaye Capital Ltd. | Owner | Aug 1991 | A | 75% or more |
| Tiger Management Corporation | Owner | Aug 1991 | A | 25% – 50% |
| Eire Investments Ltd. | Owner | Aug 1991 | B | ≈ 56.25% – 100% via Kaye Capital Ltd. |
Estimated effective ownership (look-through of filed bands):
- Kaye, William, Samuel: 75% – 100% of Eire Investments Ltd. × 75% – 100% of Kaye Capital Ltd. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Eire Investments Ltd.: 75% – 100% of Kaye Capital Ltd. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗