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PAMLICO CAPITAL
150 N. College Street
Suite 2400
Charlotte, North Carolina 28202-2397
Tel: 704-414-7150
About PAMLICO CAPITAL
PAMLICO CAPITAL, formally registered with the SEC as PAMLICO CAPITAL. The firm was established in 03/19/2012. They have over 1 offices throughout the country.
PAMLICO CAPITAL is a Charlotte, North Carolina based Financial Planning firm with nearly $3,408,698,351 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 40 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157532 |
| SEC# | 801-74226 |
| Assets Managed by Firm | $3,408,698,351 |
| No. of Clients | 5 |
| No. of Advisors | 40 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $3,408,698,351 |
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