PACENOTE EQUITY
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 328599
- Registered since
- January 11, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3KURT PETERS
Managing PartnerCRD 6116553
MATTHEW EVANS
PrincipalCRD 5417365
SAMUEL CANNON
Managing PartnerCRD 5812857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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