Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PACT CAPITAL LLC
Economics
AUM trajectory
'25'26
$520.0M → $891.7M▲ +71%
Client mix
| Pooled Investment Vehicles | 4 |
Operations
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'25'26
8 advisors → 13 advisors▲ +63%
Primary office
NEW YORK NY
Custodian & Brokerage
Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation
Filings
Latest ADV filing
03/26/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
PACT MANAGER HOLDINGS, L.P.
Control Persons
PACT MANAGER HOLDINGS, L.P.
SNIDER, JONATHAN, BRET
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.201
Wayback Last Material Change
2026-01-25T03:32:25.000Z
Wayback Snapshot Count
576
Wayback Snapshots Last 12mo
17
Wayback First Snapshot
1998-11-11T19:13:39.000Z
Wayback Last Snapshot
2026-01-25T03:32:25.000Z
Rdap Domain Creation Date
1995-11-17T05:00:00Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar First Filing Date
2016-02-29
Edgar Last Filing Date
2020-03-20
Edgar Form D Offerings
2020-03-202020-03-20 · 0001209191-20-020397
2019-11-012019-11-01 · 0001209191-19-054729
Local market & wealth
Rank targets by how wealthy the local market is
Census Median Hh Income
139,964
Census High Income Households
2,825
Census Pop 65 66 Total
342
Census Total Households
9,155
Census NAICS 523930 Count
64
Fdic Zip Total Deposits
9,468,277,874,000
Fdic Zip Branch Count
1,415
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Jpmorgan Chase Bank, National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (29)
Everything else we've pulled for this record, not yet curated into a section.
Census Bachelors Plus Count
5,396
Census Median Home Value
850,100
Census NAICS 523930 Employees
0
Census Unemployed Count
529
Custodian Candidates
Full| E*trade | 4 |
| Folio Institutional | 1 |
Edgar Addresses
Mailing2108 55TH STREET, SUITE 200BOULDER, CO 80301
Business2108 55TH STREET, SUITE 200BOULDER, CO 80301
Edgar Recent Filings
D2020-03-20 · 0001209191-20-020397
D/A2019-11-01 · 0001209191-19-054729
Fdic Zip Branches Raw
Emigrant Savings BankNew York City, NY
Home Savings of America, FSBNew York City, NY
Fdic Zip Top Bank Share Pct
64.48
Rdap Domain Expiration Date
2032-11-16T05:00:00Z
Rdap Domain Last Changed
2025-10-03T19:00:15Z
Rdap Nameservers
Ns5.secureserver.netNs6.secureserver.net
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
Wayback Avg Days Between Changes
35.5
Wayback Closest Snapshot Ts
2026-01-25T03:32:25.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260125033225/https://pact.com/
Wayback Distinct Digest Count
281
