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 registration year of 2020. Public filings classify the firm as unclassified and identify its owner type as a combination of a domestic entity and an individual. The firm is not flagged as a capital allocator and is not listed as an active ESG investor. It is also not reported as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser under the data fields provided. The available information offers limited visibility into Pacenote Capital’s client mix, fee structure, specific advisory activities, or investment process. The regulatory flags suggest a compact operating footprint and a narrow set of services as reported, but the firm’s precise business model and product lineup are not detailed in the supplied data.

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

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

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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