PAN INVESTMENTS MANAGEMENT GROUP, LLC

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

Firm details

Headquarters
FALLS CHURCH, Virginia
CRD number
211513

Firm profile

FINTRX

Overview

PAN Investments Management Group, LLC operates as a small, individual-owned advisory LLC focused on managing private investment vehicles rather than traditional retail advisory relationships. Public filings show the firm is unclassified as an adviser and does not identify itself as a capital allocator, multi-state adviser, pension consultant, or active ESG investor. The firm's primary investment activity centers on sponsoring and advising private venture capital funds; the scale and fund mix point to a boutique operator that concentrates on direct early-stage equity exposures rather than broad institutional mandates. The firm has not disclosed a standard client roster, fee schedules, or detailed business lines tied to retail wealth management. Instead, its advisory footprint appears concentrated in fund sponsorship and fund-level management, with limited indication of widespread advisory services to individual account holders.

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
  • Scott Schedler

    Co-Founder and Managing DirectorCRD 6734545

  • RANDOLPH DOMOLKY

    Co-Founder and Managing DirectorCRD 5378989

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FALLS CHURCH, VA

FAIRFAX

Location

FALLS CHURCH, VA

Headquartered in FALLS CHURCH, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
6312 Seven Corners Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth