Stephen Pagliari is a registered investment advisor at Differential Capital LLC, based in Merrick, NY, with 3 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Differential Capital offers three types of accounts: Venture, Matrix, and Lattice.
- Venture Accounts: Clients pay an incentive allocation fee of 20% of the net income at the end of each quarter.
- Matrix Accounts: The annual fee is 2% of the value of the account, charged quarterly.
- Lattice Accounts: The annual fee is based on the value of the account, charged quarterly:
- 1.0% for account values less than $100,000
- 0.9% for account values between $100,000 and $250,000
- 0.8% for account values between $250,000 and $750,000
- 0.6% for account values between $750,000 and $3,000,000
- 0.5% for account values greater than $3,000,000
Client fees are negotiable.
Location
Merrick, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is employed full-time as a new product development portfolio manager at MiniCircuits since 2017. This role involves implementing strategic initiatives across the company's product portfolio and is not investment-related.
Employment History
Current Registrations
Differential Capital LLC
State Registrations1 state
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