Pension Partners, LLC

Overview

Pension Partners, LLC is a small, SEC-registered investment adviser organized as an LLC that blends traditional portfolio management with hedge-fund style fee economics. The firm serves both high-net-worth individuals and smaller institutional clients, offering discretionary portfolio management for individuals and pooled investment vehicles alongside pension consulting services. Its business model combines a percentage-of-AUM fee with performance-based fees, which aligns incentives toward delivering absolute or relative returns rather than pure asset-gathering. Investment activity centers on liquid public exposures—primarily mutual funds—while also maintaining an in-house hedge fund and allocations to real estate and third-party hedge funds. Pension Partners is not an active ESG investor and operates with a concentrated client base, which supports a hands-on, customized approach to portfolio construction and pooled vehicle management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices