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| Happy Holidays!! thanks for using AUM13F!! |
| Pence Capital Management LLC
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| CRD # | 281739 |
| SEC # | 801-128559 |
| CIK # | |
| AUM | $1.4 B (2025-03-27) |
| Employees | 17 (71% Investors, 41% Brokers) |
| Phone | 949-660-8777 |
| Address | 5000 Birch Street, Suite 8000 Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($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 | 3 | 92.2 |
| (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 | 5 | 89.8 |
| (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 | 6 | 1,180.9 |
| Total | 14 | 1,362.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 14 | 1,362.8 |
| Total | 14 | 1,362.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,362.8 | |
| Total | 14 | 1,362.8 |
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