PENTEGRA INVESTORS, INC.

RIASEC RegisteredEst. 1990

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 a corporation focused on serving institutional clients and acting as a capital allocator. The firm has been SEC-registered since 1990 and operates under a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting services, and the selection of other advisers. Pentegra does not identify as an active ESG investor and is not organized as a multi-state adviser. Industry affiliations noted for the firm include broker-dealer, trust company, insurance company, and pension consultant roles.