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PENSO ADVISORS, LLC

CRD 158297 · SEC 801-74297

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780 THIRD AVENUE, 12TH FLOOR, NEW YORK, NY, 10017, United States

Phone

212-688-8800

Fax

212-688-8809

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.06B

Discretionary AUM

$61.2M

Team

10 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles4$960.7M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD