P
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
17 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2008
- Office Locations
- 2
Office Locations
1234 Park Street Robbinsville NJ
-- Roslyn Heights NY
About Pandolfo Capital, LLC
Pandolfo Capital, LLC is a Robbinsville-based RIA with 2 offices. The firm has been operating for 17 years. Managing $10.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Merrill Lynch.
Team overview
-- AVG AGE
$10.3M AVG AUM / ADVISOR
$795.5K AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Geographic Focus
Available
Industry Interests
Available
Investment Vehicles
Available
Owner & Executives
P
PETER CHARLES PANDOLFO JR
Chief Compliance Officer, Managing Member
- CRD
- #2470958
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Matthew M
Managing Member
- CRD
- --
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,341,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,341,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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