Key facts
- Status: Privately Held (no backing).
Leadership
- Bob PayneCo-Founder, Chief Investment Officer & Managing Director
- ·Watchlist + deal alerts for Payne Capital Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Payne Capital Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Payne Capital Management
Provider of fee-based financial management services for high-wealth clients. The company provides estate planning, personal and corporate retirement planning, tax optimization, income generation and asset protection advisory services, thereby providing clients with comprehensive and holistic financial planning that is tailored to their specific needs and lifestyles.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 22
- Website
- paynecm.com/
- Ownership
- Privately Held (no backing)
Payne Capital Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Payne Capital Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Payne Capital Management in its N-PORT filings yet. We sweep new filings monthly.