|
⚲
|
| Pemberwick Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 149639 |
| SEC # | 801-70231 |
| CIK # | |
| AUM | $197.7 M (2025-03-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 203-869-0900 |
| Address | 777 West Putnam Avenue Greenwich, CT 06830 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 197.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 197.7 |
| By Discretionary | ||
| Discretionary | 1 | 197.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 197.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.7 | |
| Total | 1 | 197.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Port Street Investments LLC
✚
|
CA | 0.2 |
|
Newmile Capital LLC
✚
|
0.2 | |
|
Sardis Group LLC
✚
|
GA | 0.2 |
|
Eastspring Investments Incorporated
✚
|
IL | 0.2 |
|
Blueprint Local LLC
✚
|
0.2 | |
|
LOCK 8 Partners LLC
✚
|
NY | 0.2 |
|
Capra IBEX Credit Opportunities LLC
✚
|
NY | 0.2 |
|
Capra Credit Management LLC
✚
|
NY | 0.2 |
|
ArrowMark Asset Management LLC
✚
|
CO | 0.2 |
|
Artist Capital Management LLC
✚
|
NY | 0.2 |