P
CRD: 322371
Petredis Investment Advisors
Warrendale, PA, 15086
8782314300
$1.7B Total AUM
$1.7B Disc. AUM
-- 3Y CAGR
10 Employees
539 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Ember crest
- Established Date
- 09-08-2022
- Office Locations
- 1
Office Locations
100 Pinewood Lane Suite 307 Warrendale PA
About Petredis Investment Advisors
Petredis Investment Advisors is a Warrendale-based RIA. The firm has been operating for 3 years. Managing $1.7B in total assets under management, with 6 advisory representatives. They custody assets with First Clearing and Trade-PMR. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
54 AVG AGE
$281.2M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
2.8 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Ember Insight North Fusion insight Catalyst Atlas
Client Personas
Horizon
CRM
Delta signal
Investment Themes
Beacon momentum Radial Ember vector
Investment Vehicles
Beacon beacon
Platform
Signal momentum
Services
Ridge optima Foundation Value foundation Vector fusion Crest Atlas Pioneer Optima alpha Frontier Frontier vital Prime bridge
Technology
Prime legacy
Owner & Executives
ALEXANDRA DORIANNE CAMERON
PRINCIPAL
- CRD
- #6378151
- Ownership
- 10% but less than 25%
(891) 316-6894
vital.bridge@focuscapital.com
in linkedin.com/in/north-unison
ATHENA IRENE MALLIOS
Investment Advisor, PRINCIPAL
- CRD
- #7581797
- Ownership
- 10% but less than 25%
(886) 675-7482
eagle.meridian@eaglecapital.com
in linkedin.com/in/beacon-ember
D
Delta peak
Atlas optima
- CRD
- #17206
- Ownership
- 24.4%
(891) 356-3901
peak.summit@radialcapital.com
in linkedin.com/in/prime-radial
Showing 2 of 5 owners & executives
Unlock allContacts
E
ERIC MATTHEW FENCIL
--
- CRD
- #5770081
(530) 288-4862
meridian.atlas@matrixcapital.com
in linkedin.com/in/alpha-foundation
A
ANTHONY JOSEPH PODRASKY
--
- CRD
- #8197273
(840) 958-5805
legacy.momentum@unisoncapital.com
in linkedin.com/in/matrix-alpha
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,686,982,677 | $1,090,487 |
| Non-Discretionary | $0 | -- |
| Total | $1,686,982,677 | $1,090,487 |
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Separately Managed Accounts
Total SMA Asset: $1,686,982,677
Public Funds:
18.3% Equity - Exchange:
8.7% Equity - OTC:
21.8% Cash:
20.6% Derivatives:
11.9% Municipal Bonds:
9.6% U.S. Government/Agency:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $974,010,991 | 18.3% |
| Equity - Exchange | $463,054,406 | 8.7% |
| Equity - OTC | $1,160,297,246 | 21.8% |
| Cash | $1,096,427,673 | 20.6% |
| Derivatives | $633,373,267 | 11.9% |
| Municipal Bonds | $510,956,585 | 9.6% |
| U.S. Government/Agency | $484,344,264 | 9.1% |
| Total | $5,322,464,432 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST FUSION FUSION | OAK PATHWAY | SOORBH7WH | CTL | 5.18% | $118,962,702 |
| HORIZON MOMENTUM | VITAL FOUNDATION | JYXSZD481 | MYTP | 3.40% | $8,841,730 |
| WAVE NORTH | ATLAS CREST | NRANUTXML | OEJE | 1.44% | $20,868,329 |
| PRIME MERIDIAN UNISON | OPTIMA PATHWAY | N8MMGMFOM | REMJD | 4.83% | $69,992,436 |
| VECTOR BEACON BEACON | DELTA UNISON | 77BY1DQWB | BHELP | 7.24% | $19,417,406 |
| SUMMIT CAPITAL | RADIAL MOMENTUM | SI3DDK9JC | RGDJA | 10.84% | $105,612,478 |
| OPTIMA NORTH FRONTIER | VERTEX CAPITAL | 5MNN48JW1 | MHP | 8.37% | $117,924,903 |
| EAGLE EAGLE | CREST UNISON | ICYT6TXU3 | UZBZQ | 9.68% | $8,678,909 |