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 an SEC-registered limited liability company that appears to operate as a small, privately held advisory entity. The firm registered with the SEC in 2020 and is described in the record as being owned by a combination of a domestic entity and an individual. The dataset classifies the adviser as "Unclassified" and does not identify it as a capital allocator or a multi-state adviser. The record also flags the firm as not being an active ESG investor and not a pension consultant or related adviser. Public-facing details about the firm’s advisory mandate, fee schedule, client segments, or specific business activities are not included in the available data, limiting the ability to profile investment strategies or client services beyond the registration and ownership attributes listed above.

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
  • Charles Ablon

    Charles Ablon

    AssociateCRD 7227417

  • Matthew Evans

    Matthew Evans

    PrincipalCRD 5417365

  • Samuel Cannon

    Samuel Cannon

    Managing PartnerCRD 5812857

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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