PENTO PORTFOLIO STRATEGIES, LLC

Overview

Pento Portfolio Strategies, LLC is an independent registered investment adviser, set up as an LLC and SEC-registered in 2021. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses; its founder(s) maintain individual ownership. Pento also lists accounting among its business activities, and it does not identify as an active ESG investor or a multi-state adviser. The firm charges fees using a mix that includes a percentage of assets under management, subscription fees, and other fee types. Pento describes itself as focused on equity-centered portfolios and uses third-party vehicles for some alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives