| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Penso Fund Platform Spc- Segregated Portfolio Nca #14 | Hedge | $87.9M | $100K |
| Penso Fund Platform Spc- Segregated Portfolio Nca #10 (2017) | Hedge | $36.3M | $40M |
| Penso Fund Platform Spc- Segregated Portfolio Nca #15 | Hedge | $16.7M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ari Bergmann Control | Principal | Under 5% | 2010 |
| Jaime Shechter Control | Chief Operating Officer | Under 5% | 2010 |
| Leigh Victoria Waxman | Chief Compliance Officer | Under 5% | 2016 |
Penso Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Penso Advisors, LLC manages 3 private funds with combined gross assets of $140.8 million.
Penso Advisors, LLC reports 11 employees.
Penso Advisors, LLC is based in New York, NY and has been SEC-registered since 2012.
Penso Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 780 Third Avenue, 12th Floor, New York, NY 10017 |
| Phone | 212-688-8800 |
| Fax | 212-688-8809 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1806420 |
| Discloses disciplinary history | No |
| Discretionary | $233.7M |
| Non-discretionary | $1B |
| Total (RAUM) | $1.23B |