Firm profile

THE PACIFIC GROUP LIMITED

SHEUNG WANCRD 161424Latest ADV February 5, 2026

The Pacific Group Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 5, 2026, reports $42M in regulatory assets under management, 6 employees, 1 office, and 1 account.

Assets Under Management
$42M
Employees
6
Offices
1 office
Total Clients
<5
Primary office
SHEUNG WAN
18/F SHUM TOWER, 268 DES VOEUX ROAD CENTRAL, SHEUNG WAN, Hong Kong
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone852 2810 1399
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CCOYiu C. Soong
COOYiu C. Soong
CIOWilliam S. Kaye

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$42Mas of February 5, 2026
Discretionary100.0%
$42M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$42M
Total Accounts1
10Y AUM Change$-114M (-73.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee0:1
10Y Employee Change-1 (-14.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.