CRD: 168040
Pendleton Street Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 07-22-2013
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN HAMPTON BARNES
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5505348
- Ownership
- 75% or more
JOSHUA REID GREENE
Chief Investment Officer
- CRD
- #5690935
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
CHRISTIAN LAMAR TYLER
--
- CRD
- #6222686
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,164,799 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,164,799 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $83,164,799
| 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% |