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PENCE CAPITAL MANAGEMENT, LLC
CRD 281739File 801-128559
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.54B
Clients
3
350 accounts
Employees
14
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 10, 2023
- Principal office
- 5000 BIRCH STREET, SUITE 8000, NEWPORT BEACH, CA, 92660
- Phone
- 949-660-8777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.54B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 350
- Total accounts
- 350
- AUM per client
- $512.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $67.5M |
| Other investment advisers | 1 | $110.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
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 17, 2026 | Clients | 9 | 3 |
| 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.