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- Custodian
- Charles Schwab & Company · Interactive Brokers · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-06-2004
- Office Locations
- 3
Office Locations
About Pendragon Capital Management, Inc.
Pendragon Capital Management is an independent, fiduciary investment adviser providing investment management and integrated financial planning for investors and families. The firm applies traditional and modern value-investing principles, backed by deep research and individualized portfolio-manager relationships, and offers specialized strategies including a Climate Impact Portfolio for sustainable mandates.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
IAN JOSEPH GREEN
Chief Compliance Officer, Chief Executive Officer, General Partner, President
- CRD
- #3097802
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KEVIN JOHN DONNELLY
Vice President
- CRD
- #1314811
BARRY FREDERICK DROGY
Regional Sales Manager
- CRD
- #2472829
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,500,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $45,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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