Pertento Advisors LLC
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
FINTRXOverview
Pertento Advisors LLC is an individually owned, SEC-registered institutional RIA that provides portfolio management primarily for pooled investment vehicles and for businesses or other institutions. The firm operates in roles typical of commodity pool operators/commodity trading advisors (CPO/CTA) and is also identified as a sponsor, general partner, or managing member of pooled vehicles. Its client base is institutional, and its compensation combines a percentage-of-assets-under-management fee with performance-based fees. Pertento does not flag itself as an active ESG investor and is not described as a multi-state adviser.
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
Owners & executives
1 of 1Ian Trundle
Chief Operating OfficerCRD 5051428
Contacts
3 of 3Niall O'dowd
ManagerCRD 8086978
Jason Perras
ManagerCRD 8086980
Eduardo Marques
AnalystCRD 8086977
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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