Pandolfo Capital, L.L.C. is an investment advisory firm based in Robbinsville, New Jersey, founded and managed by Peter C. Pandolfo, Jr. The firm provides discretionary investment management services to individuals, retirement accounts and plans, trusts, and other organizations. Pandolfo Capital focuses on building concentrated portfolios of individual equity securities, debt securities, American Depository Receipts, and exchange-traded funds using fundamental analysis to identify undervalued companies. The firm emphasizes continuous personal contact and tailors portfolios to each client's specific goals, risk tolerance, and investment restrictions. Pandolfo Capital generally requires a minimum account size of $1,000,000, though this amount may be negotiable under certain circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees generally range between 1.25% and 1.50% and are negotiable based on the aggregate number of accounts under management.