Pact

RIASEC RegisteredEst. 2025
Total AUM
$892M
Discretionary
$892M
100% of AUM
Avg account
$127M
Accounts
7
Employees
14
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
333871
Registered since
January 13, 2025
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pact is organized as a limited liability company that operates as a private equity investment firm focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of those vehicles while providing portfolio management for the funds it advises. Pact’s compensation mix includes asset-based fees, performance fees and other fee arrangements. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser; it shows SEC registration in 2025. Ownership is held by a combination of domestic entities and individuals.

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

Owners & executives

1 of 1
  • Jonathan Snider

    Jonathan Snider

    Managing Director, Chief Financial Officer and Chief Compliance OfficerCRD 3250119

Contacts

1 of 1
  • Christian Von Schimmelmann

    Christian Von Schimmelmann

    Managing PartnerCRD 4004586

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
330 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth