PagnatoKarp Partners Overview

  • Type
  • Wealth Management Firm

  • Founded
  • 2016

Founded
  • 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

Year Founded
2016
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Office
  • 11951 Freedom Drive
  • Suite 1260
  • Reston, VA 20190
  • United States
+1 (703) 000-0000

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PagnatoKarp Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

PagnatoKarp Partners Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations