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| Pentegra Investors Inc
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| CRD # | 111503 |
| SEC # | 801-36893 |
| CIK # | |
| AUM | $5.5 B (2025-03-25) |
| Employees | 16 (31% Investors, 44% Brokers) |
| Phone | 914-694-1300 |
| Address | 701 Westchester Avenue White Plains, NY 10604-3805 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Pentegra Co-Invest 2017-1 LLC | 2021-03-26 | 4.1 | |
| Other | Pentegra Retirement Trust | [2021-03-26] | 0.0 | 286.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 270 | 5.5 |
| (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 | 272 | 5.5 |
| By Discretionary | ||
| Discretionary | 127 | 3.2 |
| Non-Discretionary | 145 | 2.3 |
| Total | 272 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 272 | 5.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| John Pinto | 4 | |||
| Michael Devine | 5 | |||
| Stephen Hughes | 18 | |||
| D Russell Taylor | 1 | |||
| Stephen Pollak | 1 | |||
| Robert Alin | 1 | |||
| Joseph Ficalora | 1 | |||
| Richard Rausser | 1 | |||
| William Pieper | 1 | |||
| William Dannecker | 1 | |||
| View All | ||||
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