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PENDLETON STREET ADVISORS, LLC
CRD 168040
1100 SHIRLEY STREET, COLUMBIA, SC, 29205, United States
Phone
803-799-1301
Fax
803-799-1303
Registration
— (—)
Source
State registered
Total AUM
$83.2M
Discretionary AUM
$83.2M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)BUSINESS VALUATION -SEE ITEM 6B
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $21.1M |
| High net worth individuals | 14 | $60.5M |
All web addresses on file
Official SEC filing: View on IAPD