PagnatoKarp
PagnatoKarp has been acquired by Cresset Capital Management and rebranded as Cresset Family Office, a private multi-family office serving ultra-high-net-worth individuals and families across the United States with integrated wealth management, exit planning, tax, private investment, trust, and lifestyle services.
- Company typePrivate
- Founded2016
- HeadquartersReston, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What PagnatoKarp does
PagnatoKarp was a wealth management and family office firm that has been acquired by Cresset Capital Management, LLC and fully rebranded as Cresset Family Office; the legacy PagnatoKarp domain now redirects to cressetcapital.com, indicating the brand has been subsumed into the larger Cresset platform. The acquiring entity, Cresset Capital Management, LLC, is a private Registered Investment Adviser headquartered in Chicago and operates as the parent of three wholly-owned operating subsidiaries: Cresset Asset Management, LLC ($88B AUM), Monticello Associates, LLC, and Connable Office Inc. Collectively, the platform manages $260B+ in Assets Under Management and Advisement as of 7/1/26.
Cresset provides a comprehensive suite of integrated family office services to ultra-high-net-worth individuals and families, including Private Wealth Management, Liquidity and Exit Planning, Tax Strategies, Access to Private Investments, Risk Management and CFO Services, Private Banking, Trust and Legacy Services, Estate Planning and Philanthropy, Family Governance and Education, and Lifestyle and Wellness concierge services. The platform is positioned as a 'shared services' family office that delivers institutional-grade resources historically available only to multi-billion-dollar families. Target customer segments include entrepreneurs navigating liquidity events, early-stage founders (via the Cresset Catalyst sub-brand), professional athletes and entertainers with concentrated earning periods, and multi-generational families seeking comprehensive governance and estate structures. The firm operates 24 office locations across major US wealth markets.
The business model is fee-based, generating revenue primarily through advisory fees calculated as a percentage of AUM/AUA, with bespoke subscription-style annual pricing structures customized to client wealth complexity—specific fee schedules are not publicly disclosed. The go-to-market is founder-led, high-touch enterprise field sales anchored by Eric Becker (Co-Chairman) and reinforced by thought leadership including The Long Game podcast, articles, newsletters, and virtual events, plus a Breakaway Advisors program that recruits independent advisors onto the platform.
PagnatoKarp firmographics
Firmographics- Name
- PagnatoKarp
- Legal name
- Cresset Capital Management, LLC
- Website
- https://pagnatokarp.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- PagnatoKarp has been acquired by Cresset Capital Management and rebranded as Cresset Family Office, a private multi-family office serving ultra-high-net-worth individuals and families across the United States with integrated wealth management, exit planning, tax, private investment, trust, and lifestyle services.
- Ownership category
- akta.pro rank
PagnatoKarp industry classification
Industry- Product category
- Wealth Management / Multi-Family Office Services
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Office Trust & Fiduciary Services (FSAEAKAF), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where PagnatoKarp is headquartered
LocationHeadquarters
- HQ city
- Reston
- HQ country
- United States
- HQ region
- North America
Offices24 records
Markets served
PagnatoKarp business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: Registered Investment Adviser (RIA) firm generating revenue primarily through advisory fees based on assets under management and advisement. As a multi-family office, fees are likely structured as a percentage of AUM/AUA, typical for wealth management firms of this scale.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Family Office Services - Custom pricing based on wealth complexity and AUM |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
PagnatoKarp product offering
Product offeringCore offering
PagnatoKarp, now operating as Cresset Family Office, delivers a comprehensive suite of multi-family office services for ultra-high-net-worth individuals and families. Core offerings include private wealth management, liquidity and exit planning, tax strategies, access to private investments, risk management and CFO services, private banking, trust and legacy services, estate planning and philanthropy, family governance and education, and lifestyle and wellness services. The firm operates as an independent registered investment adviser (RIA) leveraging a shared services platform to deliver resources historically available only to multi-billion-dollar families.
Product overview
PagnatoKarp, now operating as Cresset Family Office, provides a comprehensive suite of integrated family office services delivered through a unified platform. The core offering combines Private Wealth Management with specialized services including Liquidity & Exit Planning, Tax Strategies, Access to Private Investments, Risk Management & CFO Services, Private Banking Services, Trust & Legacy Services, Estate Planning & Philanthropy, Family Governance & Education, and Lifestyle & Wellness. The shared services platform is designed to deliver resources traditionally available only to multi-billion-dollar families, serving entrepreneurs, early founders, CEO founders, athletes, entertainers, and established families through their nationwide office locations.
Differentiator
Problem solved
Functional benefit
Brands
- Cresset Catalyst: Early founders program offering family office services
- The Connable Office
- The Long Game Podcast
Products and services
- Private Wealth Management
- Liquidity and Exit Planning
- Tax Strategies
- Access to Private Investments
- Risk Management and CFO Services
- Private Banking Services
- Trust and Legacy Services
- Estate Planning and Philanthropy
- Family Governance and Education
- Lifestyle and Wellness
- Cresset Catalyst (Early Founders Program)
- The Connable Office
- Cresset Trust Company
- Athlete Wealth Management
Quantifiable outcome
- $260B+ in Assets Under Management and Advisement as of 7/1/26
- +2 more outcomes
Companies that use PagnatoKarp
Customer profileSegments4 records
Ideal customer profiles3 records
PagnatoKarp technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PagnatoKarp partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Monticello Associates, LLCcoreSubsidiary and controlled affiliate of Cresset Capital Management, contributing approximately $176B in Assets Under Advisement. Part of Cresset's multi-family office platform structure.
- Connable Office Inc.coreSubsidiary and controlled affiliate of Cresset Capital Management, contributing to Assets Under Advisement figures. Integrated into Cresset's family office service delivery.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
PagnatoKarp competitors and assessment
Company assessmentDirect peers
- Aspiriant: Independent RIA serving high-net-worth individuals and families with comprehensive wealth management, tax, and investment services. Aspiriant is a direct peer in its independence, HNW focus, and fee-only fiduciary model aligned with Cresset's positioning.
- Bessemer Trust: Privately held multi-family office serving ultra-high-net-worth families with investment management, trust, and family office services. Bessemer is a direct peer given its parallel multi-family office structure, UHNW focus, and comprehensive trust and estate capabilities that closely mirror Cresset's offering.
- Glenmede: Independent, privately held wealth and investment management firm serving ultra-high-net-worth families and endowments through a multi-family office model. Comparable to Cresset in its independence, fiduciary structure, and concentration on multi-generational wealth planning.
- Mariner Wealth Advisors: Large independent RIA offering wealth advisory, tax, estate, and family office services to high-net-worth and ultra-high-net-worth households. Comparable to Cresset in scale, comprehensive service breadth, and the founder-led growth strategy across multiple US markets.
- Pitcairn: Multi-family office serving ultra-high-net-worth families with investment management, trust services, and next-generation education programs. Direct peer to Cresset given similar family-office service scope and emphasis on multi-generational client engagement.
Broad incumbents
- CIBC Private Wealth: Private banking and wealth management arm of CIBC serving high-net-worth families with investment management, trust, and family office solutions. Comparable to Cresset in family-office service scope and UHNW targeting, but operates within a larger Canadian-headquartered banking group.
- Northern Trust Wealth Management: Bank-affiliated wealth manager serving HNW and UHNW families with investment management, trust, and private banking services. Comparable to Cresset as a broader incumbent offering family-office capabilities but with bank scale and a wider institutional client base.
- Goldman Sachs Personal Financial Management: Wealth management division of Goldman Sachs serving high-net-worth and ultra-high-net-worth individuals. Comparable to Cresset as a broader incumbent in the HNW/UHNW advisory space, with materially larger investment banking distribution leverage and capital.
- BNY Mellon Wealth Management: Global wealth manager offering investment management, trust, estate, and family office services to ultra-high-net-worth clients. Overlaps with Cresset on UHNW wealth and trust services but operates at much larger institutional scale within a global custody franchise.
Regional players
- Geneva Capital Group: Midwest-anchored multi-family office serving ultra-high-net-worth families with private wealth management, trust, and family governance services. Comparable to Cresset in multi-family office service model and entrepreneur-focused clientele, but with a primarily regional (Upper Midwest) footprint.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
PagnatoKarp social profiles
Digital presencePagnatoKarp financial estimates
Financial estimateRevenue estimate
Valuation estimate
PagnatoKarp leadership team
Management profileNumber of profiles
Profiles1 record
PagnatoKarp subsidiaries and ownership
Company hierarchySubsidiaries3 records
PagnatoKarp funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PagnatoKarp M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PagnatoKarp
What does PagnatoKarp do?
PagnatoKarp, now operating as Cresset Family Office, delivers a comprehensive suite of multi-family office services for ultra-high-net-worth individuals and families. Core offerings include private wealth management, liquidity and exit planning, tax strategies, access to private investments, risk management and CFO services, private banking, trust and legacy services, estate planning and philanthropy, family governance and education, and lifestyle and wellness services. The firm operates as an independent registered investment adviser (RIA) leveraging a shared services platform to deliver resources historically available only to multi-billion-dollar families.
Is PagnatoKarp a public or private company?
PagnatoKarp is a private company. It is classified as founder individual operated bootstrapped and is currently acquired.
When was PagnatoKarp founded?
PagnatoKarp was founded in 2016. It employs 11 to 50 people.
Where is PagnatoKarp based?
PagnatoKarp is headquartered in Reston, United States, in the North America region.
How does PagnatoKarp make money?
One revenue line is on record: assets Under Management (AUM) Fees.
Who are PagnatoKarp's main competitors?
Direct peers on record are Aspiriant, Bessemer Trust, Glenmede, Mariner Wealth Advisors and Pitcairn. Broad incumbents are CIBC Private Wealth, Northern Trust Wealth Management, Goldman Sachs Personal Financial Management and BNY Mellon Wealth Management. Geneva Capital Group is listed as a regional player.
Does PagnatoKarp have an API?
No public API is recorded for PagnatoKarp.
What industry is PagnatoKarp in?
PagnatoKarp's product category is Wealth Management / Multi-Family Office Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.