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PENSO ADVISORS, LLC
CRD 158297File 801-74297
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$61.2M
Non-discretionary $1.00B
Clients
4
8 accounts
Employees
10
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 20, 2012
- Principal office
- 780 THIRD AVENUE, 12TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-688-8800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.06B
- Discretionary AUM
- $61.2M
- Non-discretionary AUM
- $1.00B
- Discretionary accounts
- 4
- Non-discretionary accounts
- 4
- Total accounts
- 8
- AUM per client
- $265.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| Other investment advisers | Fewer than 5 | $100.0M |
| Pooled investment vehicles | 4 | $960.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.