Pagnato Karp Partners, LLC is a large advisory firm based in Reston. It manages $1.37 billion of regulatory assets for 1,781 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, District of Columbia, Florida, and 5 other states.
Pagnato Karp Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, educational seminars and workshops, and family office services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pagnato Karp Partners, LLC is $1.37 billion. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pagnato Karp Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul Rohit Punyani has served as the Chief Investment Officer since 1 Dec 2015. Lars Gunnar Okeson joined the executive team most recently as the Chief Financial Officer.
The principal office where Pagnato Karp Partners, LLC performs its advisory services is located at 11951 Freedom Drive, Reston, VA 20190, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703.468.2700 or by fax 703-991-2168. The normal business hours are 8:30am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pagnatokarp.com.