Pearson Asset Management Company

Overview

Pearson Asset Management Company is a small corporate advisory firm focused on serving individual and family clients. The firm runs discretionary portfolios and supplements its client work with publications and educational workshops, indicating an emphasis on client education and ongoing communication. Fee arrangements combine a percentage-of-AUM model with the option of fixed fees, which fits a mixed client base that includes smaller accounts and individuals seeking predictable pricing. Investment positioning is equity-first: the firm shows a clear tilt toward exchange-traded equities, which make up the vast majority of assets under management. That equity exposure appears to be the core of portfolio construction, while less liquid or specialized exposures are added through third-party alternative fund managers. Pearson does not position itself as an ESG specialist, nor as a multi-state or pension consulting adviser; its activity profile is concentrated on direct portfolio management and client-facing educational content.

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Public Holdings

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Location & Offices