Pence Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Pence Capital Management LLC
CRD #281739
SEC #801-128559
CIK #
AUM $1.1 BB (2024-06-13)
Employees 15 (80% Investors, 47% Brokers)
Phone949-660-8777
Address5000 Birch Street, Suite 8000
Newport Beach, CA 92660
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
110088066044022002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 47.9
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 409 93.5
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 7 941.3
Total 24 1,082.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 24 1,082.7
Total 24 1,082.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,082.7
Total 24 1,082.7
Comparable Firms State AUM ($BB)
Quona Capital Management LLC
DC 1.1
NexPoint Real Estate Advisors X LP
TX 1.1
Clarus Ventures LLC
MA 1.1
Bayesian Capital Management LP
NY 1.1
Blockchange Management LLC
FL 1.1
HM International LLC
TX 1.1
Albritton Capital Management Co
GA 1.1
Strive Asset Management LLC
OH 1.1
MH Advisory Services LLC
CA 1.1
Edgbaston Investment Partners LLP
1.1
Terms | Privacy | Guide
tony@aum13f.com