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
Website
www.pagnatokarp.com
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
PagnatoKarp Partners Commitment Analytics
Commitments by Fund Type
Commitments by Region
PagnatoKarp Partners Investment Allocations
-
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:
