Pagnato Karp Partners, LLC (Reston)

Name: Pagnato Karp Partners, LLC
Address: 11951 Freedom Drive, Reston, VA, 20190
Telephone: 703.468.2700

Pagnato Karp Partners, LLC is a large advisory firm based in Reston. It manages $1.37 billion of regulatory assets for 1,781 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, District of Columbia, Florida, and 5 other states.

Pagnato Karp 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 doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pagnato Karp Partners: assets under management

The assets under management (AUM) of Pagnato Karp Partners, LLC is $1.37 billion. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.37 billion in discretionary accounts and $2.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $785.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $68 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pagnato Karp Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pagnato Karp Partners, LLC

Paul Rohit Punyani has served as the Chief Investment Officer since 1 Dec 2015. Lars Gunnar Okeson joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Pagnatokarp	Managing member - class a	1 Dec 2015	75% - 100%	47-5505003
Llc Pagnatokarp Equity	Member - class b	1 Dec 2015	Other	47-5523000
Paul Attilio Jr. Pagnato	Chief executive officer, chief compliance officer, partner	1 Dec 2015	Other	2224626
David William Karp	President, partner	1 Dec 2015	Other	2587445
Robin Deanne Sines	Chief operating officer	1 Dec 2015	Other	2964119
Llc Pagnato Karp	Managing member - class a	1 Dec 2015	75% - 100%	47-5505003
Llc Pagnato Karp Equity	Member - class b	1 Dec 2015	Other	47-5523000
Paul Attilio Pagnato	Chief executive officer, chief compliance officer, partner	1 Dec 2015	Other	2224626
Paul Rohit Punyani	Chief investment officer	1 Dec 2015	Other	6589799
Lars Gunnar Okeson	Chief financial officer	1 Aug 2016	Other	6016170

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Attilio Jr. Pagnato	Trustee	1 Feb 2004	Other	2224626
Paul Attilio Pagnato	Trustee	1 Feb 2004	Other	2224626
Trust Paul A. Pagnato Jr	Member	1 Dec 2015	75% - 100%	xxx-xx-xxxx
David Karp 2014 Trust	Member	1 Dec 2015	25% - 50%	xxx-xx-xxxx

Based in Reston

The principal office where Pagnato Karp 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.