PACENOTE CAPITAL LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
305007
Registered since
March 17, 2020

Firm profile

FINTRX

Overview

Pacenote Capital LLC is a limited liability company that registered with the SEC in 2020. The firm is owned by a combination of a domestic entity and an individual and is recorded in regulatory snapshots as an "unclassified" adviser. Available registry data indicates Pacenote Capital is not identified as a capital allocator, is not active on ESG mandates, and is not designated as a multi-state adviser or a pension consultant. Public filings and the summary provided do not include a description of the firm's advisory services, target client segments, fee schedule, or investment process, so there is limited visibility into how the firm positions its offerings or sources managers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Charles Ablon

    AssociateCRD 7227417

  • MATTHEW EVANS

    PrincipalCRD 5417365

  • SAMUEL CANNON

    Managing PartnerCRD 5812857

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3200 Hillview Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth