PAGNATOKARP PARTNERS, LLC
C18
CRD 282298·SEC 801-107028·RESTON, VA
AUM
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Est. Revenue
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@ 1% on AUM
Est. EBITDA
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@ 30% margin
Est. Deal Value
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@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PAGNATOKARP PARTNERS, LLC
CRD
282298
SEC file #
801-107028
DBA names
Pagnato Karp Partners, LlcPagnatokarp Partners, Llc
Economics
AUM
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AUM band
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AUM trajectory
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Client mix
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Operations
Employees (total)
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Advisory staff (per ADV)
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Advisory staff (5-yr trend)
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Primary office
RESTON VA
Branches
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Custodian & Brokerage
Filings
Latest ADV filing
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ADV-W filed at
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Website
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Compliance
Disclosures (firm)
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Trademark
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Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
11951 FREEDOM DRSTE 1260RESTON, VA 20190
Business
11951 FREEDOM DRSTE 1260RESTON, VA 20190
Edgar Recent Filings
13F-HR2020-11-05 · 0001085146-20-002755
13F-HR2020-04-16 · 0001085146-20-001115