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Pacitti

Pacitti is an investment advisor in Sarasota with $171.59M 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 ?
$171.59M (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
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
9414622666
Owner Title From %Ownership
Pacitti, Gregory, Thomas President/chief Compliance Officer 10/2006 > 75%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 650 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$7.14M 25.31K NEW
$5.93M 41.91K 41.09K +2.0
$5.22M 50.46K NEW
$4.57M 39.3K 38.31K +2.6
Vanguard Specialized Funds
$4.54M 29.56K 27.58K +7.2
$2.71M 6.32K NEW
$2.56M 45.57K NEW
$2.12M 37.5K NEW
$2.09M 12.74K 12.66K +0.6
$2.07M 10.79K 9.98K +8.1
$2.06M 78.4K NEW
$2.03M 58.14K NEW
$2.03M 9.78K 2.32K +321.5
$2M 9.15K 8.31K +10.2
$1.96M 74.66K NEW
$1.86M 42.86K NEW
$1.83M 67.72K 64K +5.8
$1.76M 3.63K NEW
$1.74M 31.16K NEW
$1.72M 15.34K 14.12K +8.6
$1.69M 2.18K 2.02K +8.1
$1.67M 509 497 +2.4
$1.54M 9.51K 8.79K +8.3
$1.51M 10.13K 9.65K +5.0
$1.43M 533 NEW
$1.41M 10.11K 9.38K +7.7
$1.4M 49.48K 46.56K +6.3
$1.4M 6.6K 6.13K +7.6
$1.37M 22.12K 20.35K +8.7
$1.3M 24.02K 23.43K +2.5
$1.27M 8.49K NEW
$1.26M 5.34K 4.81K +11.0
$1.21M 21.66K NEW
$1.19M 25.51K 23.68K +7.7
$1.18M 53.14K 50.99K +4.2
$1.16M 11.48K 11.16K +2.8
$1.15M 8.23K NEW
$1.15M 3.5K NEW
$1.14M 69.42K 76.67K -9.5
$1.13M 7.48K NEW
$1.1M 10.64K 10K +6.4
$1.08M 5.52K 5.01K +10.3
$1.06M 6.14K NEW
$1.05M 64.76K 64.76K 0
$1.05M 34.94K NEW
$997K 27.08K 25.14K +7.7
$979K 12.37K NEW
$949K 22.06K 22.52K -2.1
$944K 4.25K NEW
$927K 55.42K 56.62K -2.1
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings