Pact Capital Llc
- Regulatory AUM
- $892M
- Discretionary
- $892M
- Clients
- 4
- Avg AUM / client
- $223M
- Accounts
- 7
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $892M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Von Schimmelmann, Christian, Albrecht Wulf | Managing Partner | Nov 2023 (3y) | ≈ 42.19% – 100% via Pact Manager Holdings Feeder, L.P. | |
| Snider, Jonathan, Bret | Chief Compliance Officer, Chief Financial Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pact Manager Holdings, L.P. | Sole Member | Nov 2023 | A | 75% or more |
| Pact Manager Holdings Feeder, L.P. | Limited Partner | Sep 2024 | B | ≈ 56.25% – 100% via Pact Manager Holdings, L.P. |
| Pact Capital Partners Ugp, Llc | General Partner | Sep 2024 | B | GP / trustee / elected manager of Pact Manager Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Von Schimmelmann, Christian, Albrecht Wulf: 75% – 100% of Pact Manager Holdings Feeder, L.P. × 75% – 100% of Pact Manager Holdings, L.P. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Pact Manager Holdings Feeder, L.P.: 75% – 100% of Pact Manager Holdings, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • DIRECTOR'S, MONITORING, CLOSING, TRANSACTION FEES, ETC.
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗