Pence Capital Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$1.5B

Discretionary

0% of AUM

Avg account

$4.4M

Accounts

350

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 281739
Registered since: August 10, 2023
Website: pencecapital.com
Custodians: ADVISORS ASSET MANAGEMENT, INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Other88.39%
Other Investment Advisers7.22%
Investment Companies4.39%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pence Capital Management, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves institutional clients and positions itself as a capital allocator, combining portfolio management for businesses and institutions with the selection of third‑party managers. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and other fee formats. Pence identifies as an active ESG investor and reports affiliations with insurance and real estate broker entities. The firm’s advisory scope emphasizes working with institutional mandates and outsourcing specialist management where appropriate. That combination — in‑house portfolio oversight together with selection of external advisers — suggests a hybrid operating model that relies on manager selection to implement portions of client portfolios.