A complete list of active advisors currently associated with Pandolfo Capital, LLC

Warmer can help you find a great advisor at Pandolfo Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pandolfo Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.