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Pemberwick Investment Advisors, LLC

● SEC registered since 2009CRD 149639SEC# 801-70231Greenwich, CT
Export (members)
Reg. AUM
$197.7M
Employees
2
Accounts
1
Location
Greenwich, CT

Pemberwick Investment Advisors, LLC assets under management

Pemberwick Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Greenwich, CT. The firm has been registered since 2009. It reports $197.7 million in regulatory assets under management and employs 2 people.

Pemberwick Investment Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Bernadette Murphy ControlChief Compliance OfficerUnder 5%2020
Brian Patrick MyersMember5-10%2009
Brooke Schapps RichmanMember10-25%2013
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Frequently asked questions

How much does Pemberwick Investment Advisors, LLC manage?

Pemberwick Investment Advisors, LLC reports $197.7 million in regulatory assets under management on its Form ADV.

How many employees does Pemberwick Investment Advisors, LLC have?

Pemberwick Investment Advisors, LLC reports 2 employees.

Where is Pemberwick Investment Advisors, LLC located?

Pemberwick Investment Advisors, LLC is based in Greenwich, CT and has been SEC-registered since 2009.

Does Pemberwick Investment Advisors, LLC disclose fund performance?

Pemberwick Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 West Putnam Avenue, Greenwich, CT 06830
Phone203-869-0900
Fax203-869-9543
Office hours9:00 - 5:30
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$197.7M
Non-discretionary$0
Total (RAUM)$197.7M