DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Former SEC-registered adviser

T•• P•••••• G••••

Former SEC-registered adviserLos Angeles, CaliforniaCRD 297601SEC 801-113734IAPD

Legal name P•••••• A••••••• C•••••• G••••• L••

Latest filing Oct 28, 2019

First filing on the tape Jun 28, 2018 · 15 filings

RAUM

$71.1M

reported, Item 5.F

Discretionary

97%

of RAUM

Private clients

78%

$55.5M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$35.6M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

15 filings and snapshots on the tape

RAUM$71.1M as of Oct 28, 2019

Jun 28, 2018$0 then

HNW client RAUM$35.9M as of Oct 28, 2019

Nov 19, 2018$32.6M then

State-registered IARs (5.B.3)2 as of Oct 28, 2019

Jun 28, 20182 then

Employees (5.A)3 as of Oct 28, 2019

Jun 28, 20185 then

Private funds: no history

RAUM n/a over the last fiscal year

Practice profile

derived from the filing of Oct 28, 2019; every figure names its basis

RAUM per advisor: $35.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 57derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.1MderivedHNW RAUM over HNW clients
Average account: $295,201derivedRAUM over accounts (5.F.2.f)
Discretionary: 97%derivedof RAUM
Institutional: 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year: unknownderivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individualsreportedItem 5.G
Wrap fee program: $69.2MreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$35.9M50%
Individuals$19.7M28%
Pension and profit-sharing plans$10.4M15%
Corporations and businesses$5.2M7.3%

Individual clients: 82reported
HNW clients: 32reported
Pension plan clients: 28reported
Charitable clients: n/areported
Accounts: 241reported
Financial planning clients: 0reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: absent from the latest SEC rosterderived

Advisors registered through the firm

2 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
D•••• A•••••• A••••••	Los Angeles, Ca	Dec 5, 2019	24 y	1
N••••••• V••••• W•••••••	Los Angeles, Ca	Feb 27, 2023	12 y	1

Advisor movement

1 left, 0 joined in 12 months

net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 50% of current headcount1 left over 36 months

Left, latest

B••••••• H•••••••• K•• to M••••• F••••• O•••••
Jul 30, 2026 · RIA to RIA
N••••• E•••• G••••• to S•••••• S••••••••• L••
Jul 5, 2022 · Other
G••••• A••••• S•••••••• to C•••••• C•••••• P•••••••• L••
Sep 29, 2020 · RIA to a state-registered adviser
B•••• J•••• T••••• to A••••••••• L••
Apr 17, 2020 · RIA to RIA
T•••••• O•••• H•••••• to P•••••••• C••••••• L••
Oct 2, 2019 · RIA to RIA
C•••• F• S•••• to P•••••••• C••••••• L••
Oct 1, 2019 · RIA to RIA

Joined, latest

N••••••• V••••• W••••••• from E•••••••• A•••••••• L••
Feb 27, 2023 · Affiliated broker-dealer or bank to independent RIA
N••••• E•••• G••••• from K••• R••••••••• S•••••••••
Aug 14, 2020 · Other
B••••••• H•••••••• K•• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
May 13, 2020 · Wirehouse to independent RIA
D•••• A•••••• A•••••• from E•••••••• A•••••••• L••
Dec 5, 2019 · Affiliated broker-dealer or bank to independent RIA
G••••• A••••• S•••••••• from C•••••• C•••••• P•••••••• L••
Aug 21, 2019 · Other
C•••• F• S•••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Sep 21, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
T•••••• O•••• H•••••• from E•••••••• A•••••••• L••
Aug 31, 2018 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for P•••••••• C••••••• L••
Oct 1, 2019 · Fort Worth, Tx

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

A••••••• D••••• A•••••• · Managing Member/ Chief Compliance Officercontrol
since 06/2018 · owns 75% or more
S••••••••• G•••••• A••••• · Director
since 08/2019 · owns less than 5%

Related persons

Schedule D 7.A

P•••••• R••• M••••••••• G••••• P•••
real estatey

Advisers that list T•• P•••••• G•••• as a related person

307621 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Los Angeles, Ca · principal	2	0	1

Offices

Schedule D 1.F, the 25 largest

Fort Worth, TX3 employees

What changed

consecutive filings, newest first

Advisory employees · 4 to 2
Aug 8, 2019 to Oct 28, 2019
Employees · 7 to 3
Aug 8, 2019 to Oct 28, 2019
State-registered IARs · 4 to 2
Aug 8, 2019 to Oct 28, 2019
Accounts · 228 to 241
May 17, 2019 to Jul 2, 2019
Advisory activities · 5 to 2
May 17, 2019 to Jul 2, 2019
Corporate clients · 5 to 7
May 17, 2019 to Jul 2, 2019
HNW clients · 28 to 32
May 17, 2019 to Jul 2, 2019
Individual clients · 78 to 82
May 17, 2019 to Jul 2, 2019
Pension plan clients · 23 to 28
May 17, 2019 to Jul 2, 2019
Discretionary RAUM · $61.0M to $69.2M
May 17, 2019 to Jul 2, 2019
HNW RAUM · $30.8M to $35.9M
May 17, 2019 to Jul 2, 2019
Individual RAUM · $18.1M to $19.7M
May 17, 2019 to Jul 2, 2019
Non-discretionary RAUM · $2.3M to $1.9M
May 17, 2019 to Jul 2, 2019
Pension RAUM · $9.9M to $10.4M
May 17, 2019 to Jul 2, 2019
RAUM · $63.3M to $71.1M
May 17, 2019 to Jul 2, 2019
Accounts · 243 to 228
Apr 22, 2019 to May 17, 2019
Pension plan clients · 38 to 23
Apr 22, 2019 to May 17, 2019
Discretionary RAUM · $61.0M to $61.0M
Apr 22, 2019 to May 17, 2019
Individual RAUM · $18.1M to $18.1M
Apr 22, 2019 to May 17, 2019
Non-discretionary RAUM · $60.1M to $2.3M
Apr 22, 2019 to May 17, 2019
Pension RAUM · $67.7M to $9.9M
Apr 22, 2019 to May 17, 2019
RAUM · $121M to $63.3M
Apr 22, 2019 to May 17, 2019
Accounts · 241 to 243
Dec 5, 2018 to Mar 29, 2019
Advisory employees · 3 to 4
Dec 5, 2018 to Mar 29, 2019
HNW clients · 39 to 28
Dec 5, 2018 to Mar 29, 2019
Individual clients · 102 to 78
Dec 5, 2018 to Mar 29, 2019
Pension plan clients · 33 to 38
Dec 5, 2018 to Mar 29, 2019
Employees · 6 to 7
Dec 5, 2018 to Mar 29, 2019
State-registered IARs · 3 to 4
Dec 5, 2018 to Mar 29, 2019
Discretionary RAUM · $60.3M to $61.0M
Dec 5, 2018 to Mar 29, 2019
HNW RAUM · $32.6M to $30.8M
Dec 5, 2018 to Mar 29, 2019
Individual RAUM · $18.5M to $18.1M
Dec 5, 2018 to Mar 29, 2019
Non-discretionary RAUM · $62.0M to $60.1M
Dec 5, 2018 to Mar 29, 2019
Pension RAUM · $66.6M to $67.7M
Dec 5, 2018 to Mar 29, 2019
RAUM · $122M to $121M
Dec 5, 2018 to Mar 29, 2019
Accounts · 0 to 241
Oct 22, 2018 to Nov 19, 2018
Corporate clients · unset to 5.0
Oct 22, 2018 to Nov 19, 2018
HNW clients · unset to 39.0
Oct 22, 2018 to Nov 19, 2018
Individual clients · unset to 102.0
Oct 22, 2018 to Nov 19, 2018
Pension plan clients · unset to 33.0
Oct 22, 2018 to Nov 19, 2018

Signals

4 dated events

B••••••• H•••••••• K•• left T•• P•••••• G•••• for M••••• F••••• O••••• (registered 2026-09-11)
Jul 30, 2026 · Advisor changed firm · fact
N••••• E•••• G••••• left T•• P•••••• G•••• for S•••••• S••••••••• L•• (registered 2020-08-24)
Jul 5, 2022 · Advisor changed firm · fact
Ochoa Timothy Hatcher (Member) no longer on Schedule A of T•• P•••••• G•••• (listed 2019-08-08, absent 2019-10-28)
Oct 28, 2019 · Control person left · inference
P•••••• A••••••• C•••••• G••••• L•• filed its initial SEC registration (Form ADV)
Jun 28, 2018 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/thepacificgroupreportedpublic record, Form ADV, Sep 18, 2026
Website: thepacificgroup.comreportedpublic record, Form ADV, Sep 18, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: $35.6Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026