PERTENTO ADVISORS LLC

RIASEC RegisteredEst. 2025
Total AUM
$4.8B
Discretionary
$4.8B
100% of AUM
Avg account
$953M
Accounts
5
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
335545
Registered since
August 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pertento Advisors LLC is an institutional-focused investment manager that operates as a commodity pool operator/commodity trading advisor and as sponsor/GP of pooled investment vehicles. The firm concentrates on managing pooled structures and institutional mandates, using fee models that combine a percentage of assets under management with performance-based fees to align compensation with returns. Its advisory activity is centered on portfolio management for pooled investment vehicles and for businesses or institutions, indicating a manager-oriented strategy rather than retail wealth management. Investment allocation emphasis appears to be on strategies that require active trading and manager oversight—consistent with a CPO/CTA profile. The firm does not identify as an active ESG investor, and its structure is classified as an unclassified LLC owned by an individual. That ownership and sponsor role imply direct involvement in product design, portfolio construction and ongoing manager decision-making for the funds and accounts it runs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • IAN TRUNDLE

    Chief Operating OfficerCRD 5051428

Contacts

3 of 3
  • Niall O'Dowd

    ManagerCRD 8086978

  • Jason Perras

    ManagerCRD 8086980

  • Eduardo Marques

    AnalystCRD 8086977

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth