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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-2023
- Office Locations
- 1
Office Locations
About Pendulum Asset Management, LLC
Pendulum Asset Management, LLC is a state-registered RIA founded in 2023 by Eric Kruglak. It manages SMAs for high net worth individuals and institutions, investing in underfollowed high-yield equity and preferred securities for long-term value and capital appreciation. The firm also offers cash management using short-term Treasuries and money market instruments, with client portal access via Orion.
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Technology
Owner & Executives
ERIC RUSSELL KRUGLAK
Chief Compliance Officer, Investments Analyst, Managing Member
- CRD
- #6496705
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,381,241 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,381,241 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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