New York, NY W. 29th Street Office
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Payne Capital Management, LLC
Team
Firm-wide stats for Payne Capital Management, LLC
About
Payne Capital Management provides financial planning, consulting and portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, corporations, business entities and charitable organizations. Services are delivered under written engagement agreements and the firm manages client assets on both discretionary and non‑discretionary bases.
The firm’s investment process is grounded in methodologies derived from Modern Portfolio Theory and emphasizes goal‑oriented planning, risk limitation and personalized service; Payne CM tailors portfolios across mutual funds, ETFs, individual securities, options and unaffiliated independent managers. As of December 31, 2025 Payne CM reported material assets managed both discretarily (about $803.6 million) and non‑discretarily (about $536.9 million), noting that non‑discretionary accounts require client approval before transactions.
Notable features that distinguish Payne CM from many peers include a multi‑office structure and the explicit use of derivatives and borrowing within separately managed accounts: the brochure discusses options strategies (including covered call writing) and the availability and risks of margin or securities‑based loans. The firm also makes use of advisor‑only mutual funds (e.g., Dimensional Fund Advisors), provides clients access to the eMoney reporting platform, and discloses reliance on third‑party technologies, including AI tools, in its processes.
Based on Payne Capital Management, LLC
Expertise
Based on Payne Capital Management, LLC
Location
231 W. 29th Street, Suite 1002
New York NY 10001
Advisors at this office
3
Advisors at this office
Ryan P
Series 66
New York, NY
Payne Capital Management, LLC
Ryan Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods from Modern Portfolio Theory and is tailored to client risk tolerances and goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and independent managers.
Francesca L
Series 65
New York, NY
Payne Capital Management, LLC
Francesca Lagrotteria is a financial advisor at Payne Capital Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Payne Capital Management since 2015. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, non-profits, and employer-sponsored retirement plans. The firm’s investment approach is based on quantitative methods derived from Modern Portfolio Theory and is customized to client risk tolerances, time horizons, and goals.
Miranda P
Series 65
New York, NY
Payne Capital Management, LLC
Miranda Pietrangelo is a financial advisor at Payne Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Morgan Stanley for five years. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk management, and personalized service.
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