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Pom Investment Strategies, LLC

● SEC registered since 2021CRD 317067SEC# 801-122681Raleigh, NC
Export (members)
Reg. AUM
$214.1M
Employees
7
Accounts
783
Location
Raleigh, NC

Pom Investment Strategies, LLC assets under management

Pom Investment Strategies, LLC is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2021. It reports $214.1 million in regulatory assets under management and employs 7 people.

Pom Investment Strategies, LLC owners & executives

3 reported
NameTitleOwnershipSince
Morgan DunnManaging MemberUnder 5%2025
Mursaleen Mohammad Tariq ControlManaging Member10-25%2025
Radon Newton Stancil ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Pom Investment Strategies, LLC manage?

Pom Investment Strategies, LLC reports $214.1 million in regulatory assets under management on its Form ADV.

How many employees does Pom Investment Strategies, LLC have?

Pom Investment Strategies, LLC reports 7 employees.

Where is Pom Investment Strategies, LLC located?

Pom Investment Strategies, LLC is based in Raleigh, NC and has been SEC-registered since 2021.

Does Pom Investment Strategies, LLC disclose fund performance?

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

Contact & registration

Address4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607
Phone919-787-8866
Fax919-944-4177
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$203M
Non-discretionary$11.1M
Total (RAUM)$214.1M