PACENOTE EQUITY

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
328599
Registered since
January 11, 2024

Firm profile

FINTRX

Overview

Pacenote Equity is a limited liability company that registered with the SEC in 2024. The firm’s ownership is listed as a combination of a domestic entity and an individual. Its regulatory classification is unclassified and it is not identified as a capital allocator. Pacenote Equity is affiliated with a broker-dealer and is not designated as an active ESG investor or a multistate adviser.

Assets & Accounts

Investments & Alternatives

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 3
  • KURT PETERS

    Managing PartnerCRD 6116553

  • MATTHEW EVANS

    PrincipalCRD 5417365

  • SAMUEL CANNON

    Managing PartnerCRD 5812857

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