PENCE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.5B
Discretionary
$0
0% of AUM
Avg account
$4.4M
Accounts
350
Employees
14
Advisory reps
6

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
281739
Registered since
August 10, 2023
Custodians
ADVISORS ASSET MANAGEMENT, INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Other88.39%
  • Other Investment Advisers7.22%
  • Investment Companies4.39%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pence Capital Management, LLC is a privately owned investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves institutional clients and positions itself as a capital allocator that manages portfolios for businesses and institutions and selects third‑party managers on behalf of clients. Its fee model includes a percentage of assets under management, hourly charges and other fee arrangements, and it identifies as an active ESG investor. Operationally the firm reports that the vast majority of its assets are managed on a non‑discretionary basis and that it places material emphasis on outsourcing and manager selection. Industry affiliations include ties to an insurance company and a real estate broker, which align with its stated use of external real estate managers and related investment activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 83%, Public Funds/Mutual Funds 10%, Exchange Traded Equities 7%83%
  • Other83%
  • Public Funds/Mutual Funds10%
  • Exchange Traded Equities7%

Owners & executives

1 of 1
  • ELDON PENCE

    Chief Investment OfficerCRD 1372965

Contacts

3 of 5
  • IAN VENZON

    Senior AnalystCRD 6618720

  • ALI ARIK

    Vice President, ResearchCRD 6000176

  • RAMILO REYES

    Vice President of InvestmentCRD 6430267

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
5000 Birch St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth