Pandolfo Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pandolfo Capital provides discretionary investment management to individuals, retirement accounts and plans, trusts, and other organizations, and the brochure reports the firm managed approximately $10.34 million in separately managed accounts for a small client base of 13. The firm generally sets a $1,000,000 account guideline (negotiable) and accepts only discretionary accounts.
The adviser follows a fundamentals-driven, single investment approach that may concentrate holdings in a relatively limited number of securities and maintain substantial cash positions, using individual equities, debt securities, ADRs and ETFs and permitting both long-term and short-term trading. The sole adviser emphasizes continuous personal contact, tailors portfolios to client objectives and risk tolerance, seeks direct engagement with company management when possible, and allows reasonable client restrictions.
Notable for a solo independent firm, Pandolfo Capital’s brochure discloses firm-level assets and the firm provides quarterly performance reports to clients, reflecting a practice of reporting performance results. The firm also serves institutional-type clients (“other organizations”), suggests Interactive Brokers as a custodian (and discloses receipt of research and other non-execution services from that broker-dealer), and does not vote client proxies.
Client services
Expertise
Fee options
1.25% to 1.50% annually (negotiable)
Account minimum: $1,000,000
Main office
1234 Park Street
Robbinsville NJ 08691
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Pandolfo Capital, LLC · Pcapital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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