Clients
Pacer Advisors serves 71 clients. The average client has about $589 million with the firm.
- Investment companies71 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 71 | $41,843,740,164 | 100.0% | $589.3M |
| Total | 71 | $41,843,740,164 | 100% | $589.3M |
- Clients
- 71
- Regulatory AUM
- $41,843,740,164
- Share
- 100.0%
- Avg. per client
- $589.3M
Total
- Clients
- 71
- Regulatory AUM
- $41,843,740,164
- Share
- 100%
- Avg. per client
- $589.3M
What it does
Pacer Advisors provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through a percentage of assets.
Pacer Advisors advises no private funds.
100.0% of assets ($41.84B across 71 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Pacer Advisors does not have custody of client assets.
- All other custodians$41.84B100%
Ownership and leadership
Joe Thomson owns 50% to 75% of Pacer Advisors.
- Owns 50% to 75% of Pacer Advisors, Inc.
Joe Thomson
Control person · since March 2005
- Owns 10% to 25% of Pacer Advisors, Inc.
Sean Ohara
Control person · since April 2019
- Owns 5% to 10% of Pacer Advisors, Inc.
Joann Thomson
since March 2005
- Owns 5% to 10% of Pacer Advisors, Inc.
Ashlee Bradbard
since October 2015
- Owns 5% to 10% of Pacer Advisors, Inc.
Kimberly Zeller
since January 2015
Leadership
- Joe ThomsonPresident
- Kimberly ZellerVice President, Key Accounts
- Erin JagusakChief Compliance Officer
- Sean OharaDirector
- Joann ThomsonTreasurer/Secretary
- Ashlee BradbardSVP
Staff
- 24 employees
- 5 in advisory functions
- 19 state-registered reps
- 19 broker-dealer reps
- 6 insurance agents
Reported holdings
Pacer Advisors’ reported 13F holdings total $39.3M across 2,614 positions, and the ten largest make up 11.2% of it.
- $39.3M
- Reported 13F value
- 2,614
- Positions
- 11.2%
- In the 10 largest
- +10.4%
- Value vs. prior quarter
- Nvidia Corp. · Common Stock - Domestic1.5%
- Bristol-myers Squibb Co · Common Stock - Domestic1.2%
- Altria Group Inc. · Common Stock - Domestic1.2%
- Comcast Corp. · Common Stock - Domestic1.1%
- Apple Inc. · Common Stock - Domestic1.1%
- Booking Holdings Inc. · Common Stock - Domestic1.1%
- Verizon Communications Inc. · Common Stock - Domestic1.0%
- Pfizer Inc. · Common Stock - Domestic1.0%
- AT&T Inc. · Common Stock - Domestic1.0%
- Qualcomm Inc. · Common Stock - Domestic1.0%
Together, the ten largest are 11.2% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $39.3M is not its $41.84B in regulatory assets and does not represent any individual client's portfolio.
Fees
Pacer Advisors is paid through a percentage of assets under management.
Pacer Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Pacer Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 500 Chesterfield Parkway, MalvernHQ
Registration details
- Legal name
- Pacer Advisors, Inc.
- Headquarters
- 500 Chesterfield Parkway, Malvern, PA 19355
- Phone
- 855-780-8100
- Website
- www.paceradvisors.com
- SEC file
- 801-79654
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Pacer Advisors have?
Pacer Advisors has 71 clients and manages $41.8 billion for them, as of August 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Pacer Advisors offer?
Pacer Advisors provides portfolio management for investment companies and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Pacer Advisors have?
Pacer Advisors has 19 investment adviser representatives registered with state securities authorities, out of 24 employees, and 5 perform investment advisory functions. 19 are registered representatives of a broker-dealer and 6 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Pacer Advisors?
Pacer Advisors’ direct owners are Joe Thomson (50% to 75%), Joann Thomson (5% to 10%), Ashlee Bradbard (5% to 10%), Kimberly Zeller (5% to 10%) and Sean Ohara (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Pacer Advisors get paid?
Pacer Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file