Pengra Capital Management Inc

RIASEC Registered
Total AUM
$58M
Discretionary
$58M
100% of AUM
Avg account
$3.6M
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
106319
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.42%
  • HNWI47.58%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pengra Capital Management Inc. is a small, owner-managed investment adviser that runs both separate account strategies and at least one pooled hedge fund vehicle. The firm’s mandate skews toward equity-centric active management, supplemented by private fund activity; its fee structure combines a percentage of assets under management with performance-based fees, which aligns incentives for higher-return strategies. Client relationships include high-net-worth individuals and families as well as institutional investors, and the adviser acts in sponsor/GP and managing-member roles for pooled investment vehicles it controls. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. Advisory activities listed emphasize portfolio management for individuals and small businesses plus management of pooled vehicles, indicating a mix of tailored SMA work and pooled-product oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 3%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents5%
  • Public Funds/Mutual Funds3%

Contacts

1 of 1
  • Molly Pengra

    Molly Pengra

    PresidentCRD 809131

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth