Pemberwick Investment Advisors LLC

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Assets, Funds, Holdings

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Pemberwick Investment Advisors LLC
CRD #149639
SEC #801-70231
CIK #
AUM $231.7 MM (2024-03-25)
Employees 2 (100% Investors, 0% Brokers)
Phone203-869-0900
Address777 West Putnam Avenue
Greenwich, CT 06830
Source [IAPD]
Total AUM ($MM)
4003202401608002008201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 231.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 231.7
By Discretionary
Discretionary 1 231.7
Non-Discretionary 0 0.0
Total 1 231.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 231.7
Total 1 231.7
Comparable Firms State AUM ($BB)
Tall Tree Investment Management LLC
IL 0.2
Lakemore Partners Management US LLC
0.2
Capstone Asset Management LLC
PA 0.2
Lehrer Kenneth Eugene Dr
TX 0.2
Old Mutual Customised Solutions PTY Limited
0.2
One Stone Global LLC
MA 0.2
Curafin Advisors LLC
AZ 0.2
CIC LLC
FL 0.2
Artist Capital Management LLC
NY 0.2
Windmark Investment Partners Inc
DE 0.2
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