PagnatoKarp

PagnatoKarp is a financial advisory firm that specializes in wealth management, providing personalized investment strategies and family office services to individuals and institutionals, aimed at enhancing the overall wealth management experience. Founded in 2016 in Reston, US, PagnatoKarp operates as a financial advisory firm focused on personalized investment management. In June 2020, PagnatoKarp was acquired by Cresset Asset Management, LLC, a portfolio company of Caretta. The firm has completed one known deal in its history.

PagnatoKarp offers tailored investment advisory services, focusing on wealth management solutions for individuals, families, and institutions. Their services include investment management, financial planning, and estate planning, designed to meet specific client needs and enhance wealth management processes across significant U. S. markets, including Chicago, New York City, and Los Angeles.

PagnatoKarp generates revenue primarily through asset management fees and advisory services, structured to foster long-term client relationships. Clients typically pay management fees based on assets under management, enabling the firm to align its success with that of its clients. They offer bundled pricing packages that encompass various financial solutions, ensuring transparency and tailored service. PagnatoKarp plans to utilize its recent acquisition by Cresset Asset Management to enhance its service offerings and expand into additional markets.

No specific new products have been detailed for launch, but the firm aims to leverage its expanded capabilities to better serve clients. The focus will include a strategic push to penetrate new geographic areas while continuing to provide bespoke financial solutions.