SourcingSourcing

PACER ADVISORS, INC.

C35
CRD 137381·SEC 801-79654·MALVERN, PA
AUM
$38.64B
$1B+
Est. Revenue
$386.4M
@ 1% on AUM
Est. EBITDA
$115.9M
@ 30% margin
Est. Deal Value
$927.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PACER ADVISORS, INC.
CRD
137381
SEC file #
801-79654
EIN
900138321
DBA names
—

Economics

AUM
$38.64B
AUM band
$1B+
AUM trajectory
'20'26
$3.23B → $38.64B▲ +1097%
Client mix
Investment Companies57

Operations

Employees (total)
24
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
MALVERN PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
paceradvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THOMSON, JOE, MCKEE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
THOMSON, JOE, MCKEE
OHARA, SEAN, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PACERADVISORS.COM
Rdap Domain Creation Date
2009-07-06T20:23:08Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001772483
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-04-03
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001772483-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
24
Bc Firm Active IA Count
24
Bc Firm IAR Count
24
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
99 MONROE AVE, NWSUITE 600GRAND RAPIDS, MI 49503
Business
99 MONROE AVE, NWSUITE 600GRAND RAPIDS, MI 49503
Edgar EIN
900138321
Edgar Recent Filings
13F-HR2026-04-14 · 0001772483-26-000002
13F-HR2026-01-22 · 0001772483-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-06T20:23:08Z
Rdap Domain Last Changed
2026-05-07T06:23:20Z
Rdap Nameservers
Carter.ns.cloudflare.comLeah.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
718569
Trust Company Affiliate
Yes

People (26)

26
THOMSON, JOE, MCKEE
IAR · Direct Owner · 62.5%
718569
OHARA, SEAN, EDWARD
IAR · Direct Owner · 17.5%
1312483
BRADBARD, ASHLEE, ANN THOMSON
IAR · Direct Owner · 7.5%
5761850
THOMSON, JOANN, Marie
Direct Owner · 7.5%
5086499
ZELLER, KIMBERLY, L. T.
Direct Owner · 7.5%
5774669
Johnson, Jeffrey, Shawn
IAR · Executive Officer · 2.5%
5508770
BRUCE ALAN KAVANAUGH
IAR
2063535
MICHAEL Patrick GILLESPIE
IAR
6984817
Marc Westburg
IAR
7769508
DONALD C KORNSE
IAR
7538847
DANIEL MARK ALIVERNINI
IAR
5485838
PATRICK RYAN HULL
IAR
6124415
Michael A Green
IAR
7935050
MARK CHARLES KETTENHOFEN
IAR
6251350
MARK AUSTIN DONOVAN
IAR
6147614
Joseph Albert Werner
IAR
8007595
Jared Winfield Worthington
IAR
8258187
Garrett S Tingle
IAR
6769417
DEREK RADCLIFF
IAR
6572503
JASON CIRCELLI
IAR
6981502
BRIAN M LOMEDICO
IAR
5648592
JOSHUA Jacobs MCCARTHY
IAR
6506755
BRAD SCHAFENACKER GERY
IAR
5387452
Tyler R Koivisto
IAR
7723461
John Abbott
IAR
7309435
Nathan Grant Baker
IAR
7433826