Pacer Advisors, Inc. (Malvern)

Name: Pacer Advisors, Inc.
Address: 500 Chesterfield Parkway, Malvern, PA, 19355
Telephone: 610-644-8100

Pacer Advisors, Inc. is an investment adviser to an investment company based in Malvern. It manages $3.23 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Pennsylvania.

Pacer Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacer Advisors: assets under management

The assets under management (AUM) of Pacer Advisors, Inc. is $3.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 668% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.18 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pacer Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sean Edward Ohara serves?

The only and largest group of clients of Sean Edward Ohara is investment companies with 1 clients and $3.23 billion of assets under management. Among the 8 most similar advisory firms, Pacer Advisors has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $3.23 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Pacer Advisors doesn't advise any private funds.

Careers at Pacer Advisors, Inc.

The company employs 18 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Sean Edward Ohara has been acting as President since 1 Apr 2019. Ashlee Ann Thomson Bradbard joined the executive team most recently as the Svp & Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joe Mckee Thomson	President & cco	1 Mar 2005	75% - 100%	718569
Joann Thomson	Treasurer/secretary	1 Mar 2005	Other	5086499
Kimberly L. T. Zeller	Vice president, key accounts	1 Jan 2015	Other	5774669
Ashlee Ann Thomson Bradbard	Svp & cco	1 Oct 2015	Other	5761850
Sean Edward Ohara	Director	1 Apr 2019	Other	1312483

Based in Malvern

The principal office where Pacer Advisors, Inc. performs its advisory services is located at 500 Chesterfield Parkway, Malvern, PA 19355, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-644-8100 or by fax 610-644-7177. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at paceradvisors.com.