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 operates as a limited liability company organized to manage private investment vehicles; it registered with the SEC in 2025 and is classified as a private equity fund manager. Its client base is institutional, and its advisory activity is focused on portfolio management for pooled investment vehicles. Pact serves in sponsor/GP and managing-member roles for those vehicles and employs a fee model that includes AUM-based charges and performance-linked fees. The firm does not identify as an active ESG investor and is not described as a capital allocator that primarily places capital with external managers; instead, its activities center on launching and managing pooled funds. Pact is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth