PENCE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 281739
- Registered since
- August 10, 2023
- Website
- pencecapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other83%
- Public Funds/Mutual Funds10%
- Exchange Traded Equities7%
Owners & executives
1 of 1ELDON PENCE
Chief Investment OfficerCRD 1372965
Contacts
3 of 5IAN VENZON
Senior AnalystCRD 6618720
ALI ARIK
Vice President, ResearchCRD 6000176
RAMILO REYES
Vice President of InvestmentCRD 6430267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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