P
Pandolfo Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,341,000
Total clients
13
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$795,462
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
Portfolio management
Expertise
Active portfolio management
Fee options
1.25% to 1.50% annually (negotiable)
Account minimum: $1,000,000
Main office location
Pandolfo Capital, LLC
1234 Park Street
Robbinsville NJ 08691, United States
Number of offices
1
Most active in
Pandolfo Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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