AUMdb

The Pacific Group Limited

SEC-registered Multi-Family Office · Boutique (under $100M) CRD 161424 · SEC file 801-74247 · Sheung Wan · WWW.PACGRP.COM
☆ Save with Pro ADV data as of Feb 05, 2026
Regulatory AUM
$41.8M
Discretionary
$41.8M
Clients
1
Avg AUM / client
$41.8M
Accounts
1
Employees
6

AUM over time

$30.9M $171M
Feb 15, 2012 Feb 5, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026

Who they serve

Client typeClientsAUM% 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)

NameRole / titleCredentialsWith firm sinceOwnership
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)

EntityTitle / statusSinceSch.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)

FormPeriodSize
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) ↗