PACER ADVISORS, INC.
Firm details
- Headquarters
- MALVERN, Pennsylvania
- CRD number
- 137381
- Registered since
- April 30, 2014
- Website
- www.paceradvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pacer Advisors, Inc. is a SEC-registered corporate adviser since 2014 that serves institutional clients and charges fees based on a percentage of assets under management. The firm operates with a mix of roles: it functions as an investment adviser providing portfolio management for investment companies and pooled investment vehicles, and it also carries broker-dealer and insurance broker activities. Ownership is listed as individual rather than corporate or institutional. The firm is not classified as a capital allocator, does not market itself as an ESG investor, and is not designated as a pension consultant or related adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jeffrey Johnson
Chief Compliance OfficerCRD 5508770
Contacts
3 of 25John Abbott
Managing DirectorCRD 7309435
DONALD KORNSE
Managing DirectorCRD 7538847
Nathan Baker
Managing DirectorCRD 7433826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$687M in ETFs
22%
$150M
78%
$537M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER SWAN SOS MODERATE (OCTOBER) ETF (PSMO) | Active | Options Trading | $81M | 2,684,376 | 11.79% |
Location
MALVERN, PA
CHESTER
Location
MALVERN, PA
Headquartered in MALVERN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 500 Chesterfield Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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