Pemberwick Investment Advisors, LLC

Overview

Pemberwick Investment Advisors, LLC is a small, SEC-registered institutional RIA organized as an LLC in 2009. The firm’s stated activity is portfolio management for investment companies, and it serves an institutional client base on a percentage-of-AUM fee model. It does not identify itself as a capital allocator, is not marked as an active ESG investor, and is not a multi-state adviser or pension consultant. Regulatory/activity notes list the firm as a sponsor of a limited partnership (excluding pooled investment vehicles), which indicates involvement in structuring or sponsoring at least one LP outside the typical pooled-vehicle framework.

Assets & Accounts

Investments & Alternatives