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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-21-2016
- Office Locations
- 1
Office Locations
About Penta Capital Strategies LLC
Penta Capital Strategies LLC is an NJ-based investment adviser managing ETF-focused separately managed accounts using proprietary, algorithmic portfolio models (conservative, aggressive, or customized). Services include financial assessments, strategic/tactical allocation, market updates, and ongoing consulting. SMA structure offers immediate liquidity with real-time performance reporting via an app; custody includes Interactive Brokers.
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Owner & Executives
Mohammad Farhan Haider Naqvi
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6692360
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,626 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,626 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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