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Building 2PENSO ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-688-8800
NotebookSEC #801-74297
Total AUM
$1.1B
Employees
10
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
780 THIRD AVENUE
12TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
212-688-8800
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
8
Discretionary
$61.2M
Accounts
4
Non-Discretionary
$1B
Accounts
4

ContactClients

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Pooled Vehicle Clients
4
AUM
$960.7M
Investment Advisor Clients
1
AUM
$100M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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