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Pento Portfolio Strategies, LLC

● SEC registered since 2021CRD 159217SEC# 801-121261Naples, FL
Export (members)
Reg. AUM
$210.5M
Employees
3
Accounts
687
Location
Naples, FL

Pento Portfolio Strategies, LLC assets under management

Pento Portfolio Strategies, LLC is an investment advisory firm registered with the SEC based in Naples, FL. The firm has been registered since 2021. It reports $210.5 million in regulatory assets under management and employs 3 people.
www.youtube.com/channel/uclbsl28olxxsghunx8vfvnaView on SEC.gov ↗

Pento Portfolio Strategies, LLC owners & executives

2 reported
NameTitleOwnershipSince
Justine C Coleman ControlChief Compliance OfficerUnder 5%2013
Michael Gerard Pento ControlManaging MemberOver 75%2011

Frequently asked questions

How much does Pento Portfolio Strategies, LLC manage?

Pento Portfolio Strategies, LLC reports $210.5 million in regulatory assets under management on its Form ADV.

How many employees does Pento Portfolio Strategies, LLC have?

Pento Portfolio Strategies, LLC reports 3 employees.

Where is Pento Portfolio Strategies, LLC located?

Pento Portfolio Strategies, LLC is based in Naples, FL and has been SEC-registered since 2021.

Does Pento Portfolio Strategies, LLC disclose fund performance?

Pento Portfolio Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address999 Vanderbilt Beach Rd, Suite 200, Naples, FL 34108
Phone732-772-9500
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210.5M
Non-discretionary$0
Total (RAUM)$210.5M