Pacenote Capital LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
305007
Registered since
March 17, 2020

Firm profile

FINTRX

Overview

Pacenote Capital LLC is a limited liability company that appears on the SEC registry with an initial filing in 2020. FINTRX classifies ownership as a combination of a domestic entity and an individual, and otherwise lists the firm as unclassified. Available data indicate the firm is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not registered as a multi-state adviser. The public record provided contains very little detail about Pacenote Capital’s business model, client types, fee schedules, or advisory activities. Because those core operating characteristics are not disclosed in the source data, it is not possible to describe the firm’s client segments, investment approach, or service offering with confidence from the available material.

Assets & Accounts

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

3 of 6
  • Robert Fortino

    Robert Fortino

    Managing PartnerCRD 1905741

  • Matthew Evans

    Matthew Evans

    PrincipalCRD 5417365

  • Samuel Cannon

    Samuel Cannon

    Managing PartnerCRD 5812857

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
3200 Hillview Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth