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THE PACIFIC GROUP LIMITED

SHEUNG WAN, Hong Kong · CRD 161424 · IAPD ↗ · pacgrp.com · 852 2810 1399

$41.8MRegulatory AUM
2Advisory reps
6Employees
1Clients
1-10Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

32
March 2026 — THE PACIFIC GROUP LIMITED reported RAUM up 35% ($30.9M -> $41.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2024 — THE PACIFIC GROUP LIMITED reported RAUM down 52% ($64.2M -> $31.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.