PENDLETON STREET ADVISORS, LLC

Overview

Pendleton Street Advisors, LLC is a small RIA focused on discretionary portfolio management for individual and family clients, along with select work for small businesses and institutional/business accounts. The firm runs fee arrangements that combine a percentage of assets under management with fixed fees, and it does not position itself as an ESG-focused manager. Its operating model centers on managing centralized portfolios rather than acting as a capital allocator to in-house alternative strategies. Investment activity is concentrated in public markets, with the firm using mutual funds and pooled public vehicles as the dominant building blocks of client portfolios. Pendleton Street Advisors appears to manage portfolios on a discretionary basis, tailoring exposures across equity, fixed income and blended mutual-fund sleeves depending on client needs. The adviser also uses third-party private placement opportunities to complement public holdings for clients who qualify and where suitability supports private allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices