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PEMBERWICK INVESTMENT ADVISORS, LLC
CRD 149639 · SEC 801-70231
777 WEST PUTNAM AVENUE, GREENWICH, CT, 06830, United States
Phone
203-869-0900
Fax
203-869-9543
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.7M
Discretionary AUM
$173.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $173.7M |
States served
CT
All web addresses on file
Official SEC filing: View on IAPD