PENTEGRA INVESTORS, INC.

CRD 111503 · SEC 801-36893

Visit website

2 ENTERPRISE DRIVE, SUITE 408, SHELTON, CT, 06484-4657, United States

Phone

(800) 872-3473

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.60B

Discretionary AUM

$3.25B

Team

13 total employees; 5 advisory reps; 250 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-22

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersCOMPREHENSIVE ADVICE TO THIRD PARTY INTERNAL INVESTMENT COMMITTEES

Client types

Type	Clients	AUM
Pooled investment vehicles	2	$6.7M
Pension/profit sharing plans	248	$5.60B

States served

NJ, NY, CT

All web addresses on file

HTTPS://WWW.PENTEGRA.COM/

Official SEC filing: View on IAPD