Pacitti is an investment advisor in Sarasota with $171.59 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205774755
SEC advisor number
801-114909
FINRA CRD number
300966
AUM ?
$171.59 mm
(as of 17 May 21)
Accounts
696
(as of 17 May 21)
Employees
5
(4 investment advisory or research)
Address
Pacitti
4910 LAKEWOOD RANCH BLVD
#130
SARASOTA
FL 34240
4910 LAKEWOOD RANCH BLVD
#130
SARASOTA
FL 34240
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
9414622666
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Pacitti, Gregory, Thomas | President/chief Compliance Officer | 10/2006 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22