PACITTI GROUP INC.

https://ranchcap.com/ SARASOTA, FL Investment Advisor How do I update this listing?

Pacitti Group is based out of Sarasota. Pacitti Group is a large advisory firm with 295 clients and discretionary assets under management (AUM) of $147,000,000 (Form ADV from 2020-02-24). Their last reported 13F filing for Q1 2020 included $98,944,000 in managed 13F securities and a top 10 holdings concentration of 21.12%. Pacitti Group's largest holding is Vanguard High Dividend Yield ETF with shares held of 59,202. Whalewisdom has at least 3 13F filings

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03/31/2020

13F Activity

  • Market Value $101.097 Million
  • Prior Market Value $123.332 Million
  • New Purchases53 stocks
  • Additional Purchases124 stocks
  • Sold out of65 stocks
  • Reduced holdings in210 stocks
  • Top 10 Holdings % 20.67 %
  • Turnover % [1]:14.20%
  • Turnover Alt % [2]: 14.85 %
  • Time Held Top20:1.42 quarters
  • Time Held Top10:1.67 quarters
  • Time Held All:1.18 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 23.94%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

RANCH CAPITAL ADVISORS

  

Business Phone: 941-462-2666
Fax: 941-209-1519
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 5
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 295
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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PACITTI GROUP INC.

ownership team - last updated 2020-02-24
Name Title Start Date Direct/Indirect % Ownership

PACITTI GROUP INC.

ownership team - last updated 2019-09-17
Name Title Start Date Direct/Indirect % Ownership
PACITTI, GREGORY, THOMAS PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
SKYBOX FINANCIAL GROUP, INC. CEO direct 2010-05-01
TRUVESTMENTS ASSET MANAGEMENT LLC CEO/CHIEF COMPLIANCE OFFICER direct 2010-05-01
TRUVESTMENTS CAPITAL LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-05-01

PACITTI GROUP INC.

ownership team - last updated 2019-04-22
Name Title Start Date Direct/Indirect % Ownership
PACITTI, GREGORY, THOMAS PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
SKYBOX FINANCIAL GROUP, INC. CEO direct 2010-05-01
TRUVESTMENTS ASSET MANAGEMENT LLC CEO/CHIEF COMPLIANCE OFFICER direct 2010-05-01
TRUVESTMENTS CAPITAL LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-05-01

PACITTI GROUP INC.

ownership team - last updated 2019-02-28
Name Title Start Date Direct/Indirect % Ownership
PACITTI, GREGORY, THOMAS PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
SKYBOX FINANCIAL GROUP, INC. CEO direct 2010-05-01
TRUVESTMENTS ASSET MANAGEMENT LLC CEO/CHIEF COMPLIANCE OFFICER direct 2010-05-01
TRUVESTMENTS CAPITAL LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-05-01

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