Pentegra Investors, Inc.

RIASEC Registered

Total AUM

$5.6B

Discretionary

$3.3B

58% of AUM

Avg account

$22.4M

Accounts

250

Employees

Advisory reps

Firm details

Headquarters: Shelton, Connecticut
CRD number: 111503
Registered since: August 1, 1990
Website: www.pentegra.com
Custodians: THE BANK OF NEW YORK MELLON, EMPOWER TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans99.88%
Pooled Investment Vehicles0.12%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pentegra Investors, Inc. is an SEC-registered institutional RIA organized as a corporation and active since 1990. The firm positions itself as a capital allocator serving institutional clients and offers advisory services across a range of account types. Its fee arrangements include percentage-of-AUM and fixed fees. According to its ADV, the firm performs portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions; it also lists pension consulting services and the selection of other advisers among its service set. The firm does not identify as an active ESG investor.