PANDOLFO CAPITAL, LLC

Overview

Pandolfo Capital, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses, with an offering that extends to business or institutional portfolios. The firm structures client relationships on a percentage-of-assets-under-management basis and reports no active ESG investing program. Its asset allocation preference is equity driven: exchange-traded equities and ETFs are the dominant holdings across client accounts, and the firm manages accounts on a discretionary basis. Custody through Interactive Brokers and the firm’s reported use of separately managed account-style assets point to a trading setup oriented toward exchange-listed securities and liquid ETF exposure rather than private placements or multi-asset pooled vehicles. Advisory activities center on managing concentrated, client-specific portfolios rather than operating as a capital allocator or running pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices