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Private company

Pacer Advisors, Inc.

Corporation registered in the United States, active since 2005. Summary from the record

Last updated Oct 21, 2026.

Overview

  • HeadquartersMalvern, United States2
  • Legal formBusiness Corporation2
  • LEI549300MSPCW34QBJ9N892
  • StatusActive2
  • LEI statusLapsed (not renewed)2
  • Registered address500 Chesterfield Parkway, 19301-1609 Malvern, United States2
  • Registered withPennsylvania Department of State, 32932502

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Corporate structure

Pacer Advisors, Inc. sits at the top of its group. 95 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Pacer Advisors, Inc.

  • Joe Mckee Thomson Owns 50% to 75% of Pacer Advisors, Inc., since 03/2005 (Form ADV)
  • Joann Marie Thomson Owns 5% to 10% of Pacer Advisors, Inc., since 03/2005 (Form ADV)
  • Ashlee Ann Thomson Bradbard Owns 5% to 10% of Pacer Advisors, Inc., since 10/2015 (Form ADV)
  • Kimberly L. T. Zeller Owns 5% to 10% of Pacer Advisors, Inc., since 01/2015 (Form ADV)
  • Sean Edward Ohara Owns 10% to 25% of Pacer Advisors, Inc., since 04/2019 (Form ADV)

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (27 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

Pacer Advisors, Inc. is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

  • Assets it manages$41.8B3 71 accounts, all with discretion
  • Employees24 5 in investment advice or research
  • ClientsInvestment companies: 71 ($41.8B)
  • How it is paidA percentage of assets under its management
  • What it doesPortfolio management for investment companies; Portfolio management for pooled investment vehicles (other than investment companies)
  • Holds client assetsNo
  • Client brochureExempt from delivering one (Form ADV Part 2), so there is none to quote
  • RegistrationSEC 801-79654, CRD 137381 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • Joe Mckee Thomsonowns 50% to 75%, since 03/2005
  • Sean Edward Oharaowns 10% to 25%, since 04/2019
  • Ashlee Ann Thomson Bradbardowns 5% to 10%, since 10/2015
  • Joann Marie Thomsonowns 5% to 10%, since 03/2005
  • Kimberly L. T. Zellerowns 5% to 10%, since 01/2015

Timeline

  1. Mar 23, 2005Founded Pacer Advisors, Inc. is founded2

Filings

27 filings to the SEC since October 2021: 27 other. The latest 20:

  1. Aug 27, 2026N-PX EDGAR
  2. Aug 13, 202613F-HR EDGAR
  3. Jun 18, 202613F-HR/A EDGAR
  4. May 6, 202613F-HR EDGAR
  5. Feb 24, 202613F-HR/A EDGAR
  6. Feb 11, 202640-APP EDGAR
  7. Feb 4, 202613F-HR EDGAR
  8. Nov 19, 2025N-PX EDGAR
  9. Nov 19, 2025N-PX EDGAR
  10. Oct 15, 202513F-HR EDGAR
  11. Aug 12, 202513F-HR EDGAR
  12. May 6, 202513F-HR EDGAR
  13. Jan 22, 202513F-HR EDGAR
  14. Dec 16, 20248-A12B EDGAR
  15. Nov 12, 202413F-HR EDGAR
  16. Aug 13, 202413F-HR EDGAR
  17. May 10, 202413F-HR EDGAR
  18. Jan 16, 202413F-HR EDGAR
  19. Nov 13, 202313F-HR EDGAR
  20. Jul 12, 202313F-HR EDGAR

The 27 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

Pacer Advisors, Inc. has told the SEC it owns more than 5% of 27 companies, latest first (Schedules 13D and 13G).

Sources

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