Pengra Capital Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 106319
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles52.42%
- HNWI47.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pengra Capital Management Inc. is a small, owner-managed investment adviser that runs both separate account strategies and at least one pooled hedge fund vehicle. The firm’s mandate skews toward equity-centric active management, supplemented by private fund activity; its fee structure combines a percentage of assets under management with performance-based fees, which aligns incentives for higher-return strategies. Client relationships include high-net-worth individuals and families as well as institutional investors, and the adviser acts in sponsor/GP and managing-member roles for pooled investment vehicles it controls. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. Advisory activities listed emphasize portfolio management for individuals and small businesses plus management of pooled vehicles, indicating a mix of tailored SMA work and pooled-product oversight.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
Contacts
1 of 1
Molly Pengra
PresidentCRD 809131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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