Pagnatokarp Partners LLC
Legal Name: PAGNATOKARP PARTNERS, LLC
Full Contact Details
Other Info
Pagnatokarp Partners LLC is legally known as PAGNATOKARP PARTNERS, LLC. It is a DE Limited Liability Company. This firm has 28 employees, of which 12 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 14, 2015.
Direct Owners
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DAVID WILLIAM KARP
PARTNER owns less than 5%
-
LARS GUNNAR OKESON
CHIEF FINANCIAL OFFICER owns less than 5%
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PAGNATOKARP EQUITY, LLC
MEMBER - CLASS B owns more than 10% but less than 25%
-
PAGNATOKARP, LLC
MANAGING MEMBER - CLASS A owns 75% or more
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PAUL ATTILIO JR. PAGNATO
CHIEF EXECUTIVE OFFICER owns less than 5%
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ROBIN DEANNE SINES
CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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DAVID KARP 2014 TRUST
MEMBER owns more than 25% but less than 50%
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PAUL A. PAGNATO JR, TRUST
MEMBER owns 75% or more
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Top Holdings
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- SCHWAB STRATEGIC TRUST $14,892k
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- Apple Inc $5,663k
- SPDR S&P DIVIDEND $5,110k