Pagnatokarp Partners, LLC is a large advisory firm based in Reston. It manages $1.8 billion of regulatory assets for 2,550 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Colorado, District of Columbia, and 10 other states.
Pagnatokarp 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 prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pagnatokarp Partners, LLC is $1.8 billion. The firm's AUM has grown by 31% since the beginning of its operation, and $2.01 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Pagnatokarp Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Pagnatokarp Partners is high net worth individuals with 92 clients and $1.43 billion of assets under management. Among the 8 most similar advisory firms, Pagnatokarp Partners has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.8 billion for 336 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Pagnatokarp Partners doesn't advise any private funds.
The company employs 28 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Wayne Martin Zell joined the executive team most recently as the Chief Legal Officer.
The principal office where Pagnatokarp 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.