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 173.7 M (2026-03-24)
Employees 2 (100% Investors, 0% Brokers)
Phone203-869-0900
Address777 West Putnam Avenue
Greenwich, CT 06830
Source [IAPD] [Website]
Total AUM ($M)
4003202401608002009201520212027
AUM Breakdown Accounts AUM ($M)
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 1 173.7
(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 1 173.7
By Discretionary
Discretionary 1 173.7
Non-Discretionary 0 0.0
Total 1 173.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 173.7
Total 1 173.7
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional
LEI2549000IXMVX1ILSNM27
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