Pension Partners, LLC
RIAState Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$1.2M
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 125772
- Registered since
- July 9, 2007
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI78.26%
- Pooled Investment Vehicles21.74%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Pension Partners, LLC is a Puerto Rico–based limited liability company that operates as a hedge-fund–style investment adviser. The firm serves both individual/family and institutional clients and provides portfolio management for individuals/small businesses, management for pooled investment vehicles, and pension consulting services. Its fees combine a percentage of assets under management with performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds47%
- Other21%
- Exchange Traded Equities14%
- Cash & Cash Equivalents13%
- Non-Investment Grade Corp Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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