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Pandolfo Capital, LLC (Princeton)


Pandolfo Capital, LLC is an adviser based in Princeton. It manages $21.25 million of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2009.

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Pandolfo Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pandolfo Capital: assets under management

The assets under management (AUM) of Pandolfo Capital, LLC is $21.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $307.9 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pandolfo Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Princeton

The principal office where Pandolfo Capital, LLC performs its advisory services is located at 20 Nassau Street, Princeton, NJ 08542, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-924-9130 or by fax 609-924-9131. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.pandolfocapital.com.


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