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Building 2PENCE CAPITAL MANAGEMENT, LLC

Map pinNEWPORT BEACH, CA
Phone949-660-8777
NotebookSEC #801-128559
Total AUM
$1.5B
Employees
14
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5000 BIRCH STREET, SUITE 8000
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
949-660-8777

ReceiptFinancials

Total AUM
$1.5B
Accounts
350
Discretionary
$0
Accounts
0
Non-Discretionary
$1.5B
Accounts
350

ContactClients

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Investment Company Clients
2
AUM
$67.5M
Investment Advisor Clients
1
AUM
$110.9M
Other Clients
6
AUM
$1.4B
Description of Other Clients
UNIT INVESTMENT TRUST

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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