Pension Partners, LLC is a large advisory firm based in New York. It manages $94.94 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Florida, Georgia, New Jersey, and New York.
Pension Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pension Partners, LLC is $94.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 185% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pension Partners, LLC for their services and products based on a percentage of assets under management and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, other investment advisers, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Pension Partners is investment companies with 1 clients and $80.62 million of assets under management. Among the 5 most similar advisory firms, Pension Partners has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $94.94 million for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pension Partners doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pension Partners, LLC performs its advisory services is located at 453 West 17 Th Street, New York, NY 10011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-255-5000 or by fax 212-656-1665. The normal business hours are 9:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at pensionpartners.com.