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PENCE CAPITAL MANAGEMENT, LLC
CRD 281739 · SEC 801-128559
5000 BIRCH STREET, SUITE 8000, NEWPORT BEACH, CA, 92660, United States
Phone
949-660-8777
Fax
949-660-8778
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$0
Team
14 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $67.5M |
| Other investment advisers | 1 | $110.9M |
States served
AR, CA
All web addresses on file
Official SEC filing: View on IAPD