Pendulum Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328110
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals62.67%
- HNWI32.93%
- Investment Companies4.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pendulum Asset Management, LLC is a small, privately owned investment adviser organized as a limited liability company that manages assets for both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services for individuals and small businesses as well as for businesses and institutional accounts. It does not identify itself as an active ESG investor and operates within a single state jurisdiction.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Eric Kruglak
Managing MemberCRD 6496705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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