PACT
Firm details
- Headquarters
- New York, New York
- CRD number
- 333871
- Registered since
- January 13, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pact is an LLC organized as a private equity fund manager that operates as sponsor, general partner and managing member of pooled investment vehicles. The firm is SEC-registered (2025) and serves an institutional client base, providing portfolio management for pooled funds rather than individualized wealth advisory. Ownership is a mix of a domestic entity and an individual, and Pact is not positioned as a standalone capital allocator — its primary activity is running and managing funds it sponsors. Fee arrangements combine a percentage-of-AUM component with performance-based fees and other structures typical for private fund managers. Pact does not describe itself as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JONATHAN SNIDER
Managing Director, Chief Financial Officer and Chief Compliance OfficerCRD 3250119
Contacts
1 of 1CHRISTIAN VON SCHIMMELMANN
Managing PartnerCRD 4004586
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 330 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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