PagnatoKarp Partners Overview
- Type
-
Wealth Management Firm
- Founded
-
2016

- AUM
-
00.00
PagnatoKarp Partners General Information
Description
PagnatoKarp Partners (PagnatoKarp) was a wealth management firm based in Reston, Virginia. Established in 2016, by Mr. Paul A. Pagnato and Mr. David W. Karp, the firm provided investment advisory support to professionals, private wealth advisors, legal and tax experts, ultra-high-net-worth entrepreneurs, individuals, and families. The firm also offered investment and financial management services, family office services, wealth planning and coordination, a full-time concierge staff, on-staff legal and estate planning, tax preparation, and overall family leadership. The assets of the firm were managed by the executive management team. As of June 17, 2020, the firm was acquired by Cresset Asset Management.
Contact Information
- 11951 Freedom Drive
- Suite 1260
- Reston, VA 20190
- United States