PagnatoKarp Partners Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 2016
Founded
  • Professionals
  • 13
Professionals
  • AUM
  • 00.00

PagnatoKarp Partners General Information

Description

PagnatoKarp Partners (PagnatoKarp) is a wealth management firm based in Reston, Virginia. Established in 2016, by Mr. Paul A. Pagnato and Mr. David W. Karp, the firm provides investment advisory support to professionals, private wealth advisors, legal and tax experts, ultra-high-net-worth entrepreneurs, individuals, and families. The firm also offers 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 are managed by the executive management team.

Contact Information

Website
www.pagnatokarp.com
Year Founded
2016
Open To Secondaries
0000
Open To First Time Founds
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Institution Type
Wealth Management Firm
Primary Contact
0000 000000
Title
Managing Director, Family Wealth Advisor, Portfolio Manager and Chief Financial Officer
Email
0000000@00000000000.000
Phone
+0 (000) 000-0000
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

PagnatoKarp Partners Team (15)

Name Title Office
Paul Pagnato Jr. Founder & Chief Executive Officer Reston, VA
Lars Okeson Managing Director, Family Wealth Advisor, Portfolio Manager and Chief Financial Officer Reston, VA
Robin Sines Chief Operating Officer & Chief Compliance Officer Reston, VA
Andrew Woolridge Managing Director and Family Wealth Advisor Reston, VA
David Karp Founding Partner Reston, VA
You’re viewing 5 of 15 team members. Get the full list »