PAX EQUITY LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUGAR LAND, Texas
CRD number
304908

Firm profile

FINTRX

Overview

PAX Equity LLC is a privately held limited liability company that operates as a sponsor and general partner, serving as the managing member of pooled investment vehicles. The firm is organized under individual ownership and is not structured as a multi-state adviser, pension consultant, or related adviser. It does not identify as an active ESG investor and is not classified as a capital allocator in the source data.

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

Contacts

2 of 2
  • AARON GREENE

    Wealth ManagerCRD 4211759

  • MICHAEL POTTHOFF

    Managing PrincipalCRD 5715655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUGAR LAND, TX

FORT BEND

Location

SUGAR LAND, TX

Headquartered in SUGAR LAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
FORT BEND
Address
1 Sugar Creek Center Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth