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PAMLICO CAPITAL

150 N. College Street
Suite 2400
Charlotte, North Carolina 28202-2397
Tel: 704-414-7150

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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 $3,424,690,531 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157532
SEC#801-74226
Assets Managed by Firm$3,424,690,531
No. of Clients6
No. of Advisors35

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total6$3,424,690,531

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