PENDRAGON CAPITAL MANAGEMENT, INC.

CRD 128659

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$45.5M

Discretionary AUM

$40.5M

Team

4 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; FEE FOR MONITORING ACCOUNTS MANAGED BY THIRD PARTY MONEY MANAGER

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

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Services

Portfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	25	$12.0M
High net worth individuals	18	$31.6M
Charitable organizations	1	$1.9M

All web addresses on file

Official SEC filing: View on IAPD