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PACIFIC FINANCIAL GROUP INC

Business and Investment Profile

The PACIFIC FINANCIAL GROUP INC is a privately held investment adviser that advises $10.42Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. PACIFIC FINANCIAL GROUP INC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 71.89% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 43.58 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 900 20TH AVENUE SOUTH SUITE 500, NASHVILLE, TENNESSEE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 82 employees comprised of 27 investment and 55 non-investment staff. The total number of Employees increased by 2.5% over the last 5-years.

Asset Profile

Their $10.42Bn in assets advised are owned by 0 private funds, 17 public funds and BDCs and 14 other accounts. Assets of Investment Companies (IC) clients own $5.34Bn or 51.3% of Total Assets and Individuals own $4.55Bn or 43.64% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 73.48%, 19.79% and 6.73% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Investment Companies (IC) and Individuals.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

PACIFIC FINANCIAL GROUP INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: PACIFIC FINANCIAL GROUP INC

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Generated 2026-09-12T06:48:05.2564586.  © 2026 Convergence.