Pomona Capital

RIASEC Registered

Total AUM

$14.7B

Discretionary

$14.7B

100% of AUM

Avg account

$638M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 148269
Registered since: December 5, 2008
Website: www.pomonacapital.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles74.14%
Insurance Companies13.14%
Investment Companies12.72%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pomona Capital is organized as an LLC and operates as a private equity fund manager serving institutional clients. The firm is registered with the SEC (initial registration year 2008) and provides portfolio management for both investment companies and pooled investment vehicles. Its revenue model includes asset-based fees and performance-linked compensation, and the firm identifies itself as an active ESG investor, integrating environmental, social, or governance factors into its investment approach. Ownership is a mix of a domestic entity and individual stakeholders, and the firm’s activities extend into sponsor and manager roles for pooled vehicles.