PEMBERWICK INVESTMENT ADVISORS, LLC
  • PEMBERWICK INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 06/04/2009
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 173,700,000 -25%
of that, discretionary 173,700,000 -25%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 173,700,000 -25%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

354M 304M 253M 202M 152M 101M 51M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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