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 an LLC organized as a private equity fund manager that operates as sponsor, general partner and managing member of pooled investment vehicles. The firm is SEC-registered (2025) and serves an institutional client base, providing portfolio management for pooled funds rather than individualized wealth advisory. Ownership is a mix of a domestic entity and an individual, and Pact is not positioned as a standalone capital allocator — its primary activity is running and managing funds it sponsors. Fee arrangements combine a percentage-of-AUM component with performance-based fees and other structures typical for private fund managers. Pact does not describe itself as an active ESG investor and is not registered as a multistate 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

    Managing Director, Chief Financial Officer and Chief Compliance OfficerCRD 3250119

Contacts

1 of 1
  • 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