1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PENTEGRA INVESTORS, INC.

Map pinSHELTON, CT
Phone(800) 872-3473
NotebookSEC #801-36893
Total AUM
$5.6B
Employees
13
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 ENTERPRISE DRIVE
SUITE 408
SHELTON
CT 06484-4657
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(800) 872-3473

ReceiptFinancials

Total AUM
$5.6B
Accounts
250
Discretionary
$3.3B
Accounts
113
Non-Discretionary
$2.3B
Accounts
137

ContactClients

View more in analytics →

Pooled Vehicle Clients
2
AUM
$6.7M
Pension/Profit Sharing Plan Clients
248
AUM
$5.6B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
COMPREHENSIVE ADVICE TO THIRD PARTY INTERNAL INVESTMENT COMMITTEES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNJNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account