P
CRD: 125772
Pension Partners, LLC
SAN Juan, PR
2122555000
$23.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-06-2004
- Office Locations
- 1
Office Locations
-- SAN Juan PR
About Pension Partners, LLC
Pension Partners, LLC is a SAN Juan-based RIA. The firm has been operating for 21 years. Managing $23.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$23.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Horizon alpha Crest Meridian eagle
Client Personas
Vector fusion
Investment Themes
Pioneer value Radial
Investment Vehicles
Matrix eagle Crest
Services
Crest harbor Quantum Crest Focus
Owner & Executives
E
EDWARD MICHAEL DEMPSEY
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1726564
- Ownership
- 75% or more
(505) 364-8879
matrix.ember@vitalcapital.com
in linkedin.com/in/optima-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | $2,318,717 |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | $2,318,717 |
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Separately Managed Accounts
Total SMA Asset: $18,000,000
Public Funds:
12.2% Other:
21.5% Equity - Exchange:
20.5% Cash:
7.9% Corporate - Non-Investment Grade:
17.4% Private Funds:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $460,763,354 | 12.2% |
| Other | $812,000,993 | 21.5% |
| Equity - Exchange | $774,233,505 | 20.5% |
| Cash | $298,363,156 | 7.9% |
| Corporate - Non-Investment Grade | $657,154,292 | 17.4% |
| Private Funds | $774,233,504 | 20.5% |
| Total | $3,776,748,804 | 100.0% |