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Pendleton Street Advisors, LLC

Pendleton Street Advisors, LLC. CRD 168040

Pendleton Street Advisors, LLC logo

CRD: 168040

Pendleton Street Advisors, LLC

Columbia, SC, 29205
8037991301
$83.2M Total AUM
$83.2M Disc. AUM
-- 3Y CAGR
5 Employees
54 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Goldman Sachs
Clients
Retail and Institutional
Platforms
Fusion
Established Date
07-22-2013
Office Locations
1

Office Locations

1100 Shirley Street Columbia SC

About Pendleton Street Advisors, LLC

Pendleton Street Advisors (Columbia, SC) partners with business owners and entrepreneurs on financial analysis and forecasting to support decisions around debt, equity, owner wealth and exit scenarios. The firm also provides financial planning and investment management (Schwab custody) and can serve as a non-family facilitator for complex family-business conversations.

Team overview

-- AVG AGE
$27.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
5.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Vertex value Foundation Fusion quantum Value

Client Personas

Zenith Vertex

Custodian

Timber Meridian capital Signal timber Bridge

Investment Themes

Value

Investment Vehicles

North Insight alpha

Platform

Meridian unison Bridge vector

Services

Optima Wave Fusion Radial Timber Capital delta Alpha

Technology

Vertex

Owner & Executives

JOHN HAMPTON BARNES

JOHN HAMPTON BARNES

Chief Compliance Officer, Chief Executive Officer, President

CRD
#5505348
Ownership
75% or more
(378) 392-9193
horizon.timber@capitalcapital.com
in linkedin.com/in/frontier-unison
JOSHUA REID GREENE

JOSHUA REID GREENE

Chief Investment Officer

CRD
#5690935
Ownership
Less than 5%
(497) 986-5022
radial.wave@harborcapital.com
in linkedin.com/in/frontier-vector

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Contacts

C

CHRISTIAN LAMAR TYLER

--

CRD
#6222686
(320) 442-4817
delta.bridge@vectorcapital.com
in linkedin.com/in/north-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $83,164,799 --
Non-Discretionary $0 --
Total $83,164,799 --

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Separately Managed Accounts

Total SMA Asset: $83,164,799

$83.2M Total SMA
Public Funds:
34.9%
Equity - Exchange:
18.6%
Cash:
13.3%
Corporate - Investment Grade:
33.2%
Asset class Assets Assets %
Public Funds $821,029,902 34.9%
Equity - Exchange $437,568,945 18.6%
Cash $312,885,321 13.3%
Corporate - Investment Grade $781,037,041 33.2%
Total $2,352,521,209 100.0%

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