PENTEGRA INVESTORS, INC.
CRD #111503 SEC #801-36893 WHITE PLAINS, NY (914) 694-1300
SEC Registered Private Funds
Total AUM
$5.5B
Discretionary
$3.2B
Employees
16
Clients
0
Accounts
272
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.5B | $3.2B | $2.3B | 16 | 0 |
| Mar 2024 | $5.9B | $3.7B | $2.2B | 14 | 0 |
| Mar 2023 | $6.2B | $3.9B | $2.3B | 13 | 0 |
| Mar 2022 | $7.5B | $4.7B | $2.9B | 15 | 0 |
| Mar 2021 | $7.2B | $4.5B | $2.6B | 16 | 0 |
| Mar 2020 | $6.8B | $4.1B | $2.7B | 16 | 0 |
| Mar 2019 | $6.1B | $3.9B | $2.3B | 16 | 0 |
| Mar 2018 | $6.5B | $4B | $2.5B | 18 | 0 |
| Mar 2017 | $10B | $6.6B | $3.5B | 17 | 1,100 |
| Aug 2016 | $7.4B | $6.1B | $1.2B | 18 | 600 |
| Mar 2016 | $7.4B | $6.1B | $1.2B | 18 | 600 |
| Dec 2015 | $7.3B | $5.8B | $1.4B | 17 | 400 |
| Jun 2015 | $7.3B | $5.8B | $1.4B | 17 | 400 |
| Apr 2015 | $7.3B | $5.8B | $1.4B | 17 | 400 |
| Sep 2014 | $499.3M | $498.5M | $720.5K | 11 | 1 |
| Mar 2014 | $499.3M | $498.5M | $720.5K | 11 | 1 |
| Apr 2013 | $437.6M | $436.8M | $777.6K | 8 | 1 |
| Mar 2012 | $372.4M | $371.5M | $841K | 6 | 1 |
| Apr 2011 | $365.2M | $360M | $5.2M | 10 | -- |
| Mar 2011 | $365.2M | $360M | $5.2M | 10 | -- |
| Mar 2010 | $460M | $328M | $132M | 10 | -- |
| Feb 2008 | $583.3M | $477.2M | $106.1M | -- | -- |
| Jan 2008 | $688.8M | $581.4M | $107.4M | -- | -- |
| Dec 2007 | $688.8M | $581.4M | $107.4M | -- | -- |
| May 2007 | $688.8M | $581.4M | $107.4M | -- | -- |
| Apr 2007 | $688.8M | $581.4M | $107.4M | -- | -- |
| Mar 2007 | $688.8M | $581.4M | $107.4M | -- | -- |
| Mar 2006 | $522.9M | $522.9M | $0 | -- | -- |
| Jan 2006 | $522.9M | $522.9M | $0 | -- | -- |
| Oct 2005 | $573.6M | $573.6M | $0 | 10 | -- |
| Oct 2005 | $573.6M | $573.6M | $0 | 10 | -- |
| Apr 2004 | $567.4M | $567.4M | $0 | 10 | -- |
| Mar 2004 | $567.4M | $567.4M | $0 | 10 | -- |
| Apr 2002 | $967.6M | $967.6M | $0 | 10 | -- |
DateMar 2025
Total AUM$5.5B
Discretionary$3.2B
Non-Disc.$2.3B
Employees16
Clients0
DateMar 2024
Total AUM$5.9B
Discretionary$3.7B
Non-Disc.$2.2B
Employees14
Clients0
DateMar 2023
Total AUM$6.2B
Discretionary$3.9B
Non-Disc.$2.3B
Employees13
Clients0
DateMar 2022
Total AUM$7.5B
Discretionary$4.7B
Non-Disc.$2.9B
Employees15
Clients0
DateMar 2021
Total AUM$7.2B
Discretionary$4.5B
Non-Disc.$2.6B
Employees16
Clients0
DateMar 2020
Total AUM$6.8B
Discretionary$4.1B
Non-Disc.$2.7B
Employees16
Clients0
DateMar 2019
Total AUM$6.1B
Discretionary$3.9B
Non-Disc.$2.3B
Employees16
Clients0
DateMar 2018
Total AUM$6.5B
Discretionary$4B
Non-Disc.$2.5B
Employees18
Clients0
DateMar 2017
Total AUM$10B
Discretionary$6.6B
Non-Disc.$3.5B
Employees17
Clients1,100
DateAug 2016
Total AUM$7.4B
Discretionary$6.1B
Non-Disc.$1.2B
Employees18
Clients600
DateMar 2016
Total AUM$7.4B
Discretionary$6.1B
Non-Disc.$1.2B
Employees18
Clients600
DateDec 2015
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.4B
Employees17
Clients400
DateJun 2015
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.4B
Employees17
Clients400
DateApr 2015
Total AUM$7.3B
Discretionary$5.8B
Non-Disc.$1.4B
Employees17
Clients400
DateSep 2014
Total AUM$499.3M
Discretionary$498.5M
Non-Disc.$720.5K
Employees11
Clients1
DateMar 2014
Total AUM$499.3M
Discretionary$498.5M
Non-Disc.$720.5K
Employees11
Clients1
DateApr 2013
Total AUM$437.6M
Discretionary$436.8M
Non-Disc.$777.6K
Employees8
Clients1
DateMar 2012
Total AUM$372.4M
Discretionary$371.5M
Non-Disc.$841K
Employees6
Clients1
DateApr 2011
Total AUM$365.2M
Discretionary$360M
Non-Disc.$5.2M
Employees10
Clients--
DateMar 2011
Total AUM$365.2M
Discretionary$360M
Non-Disc.$5.2M
Employees10
Clients--
DateMar 2010
Total AUM$460M
Discretionary$328M
Non-Disc.$132M
Employees10
Clients--
DateFeb 2008
Total AUM$583.3M
Discretionary$477.2M
Non-Disc.$106.1M
Employees--
Clients--
DateJan 2008
Total AUM$688.8M
Discretionary$581.4M
Non-Disc.$107.4M
Employees--
Clients--
DateDec 2007
Total AUM$688.8M
Discretionary$581.4M
Non-Disc.$107.4M
Employees--
Clients--
DateMay 2007
Total AUM$688.8M
Discretionary$581.4M
Non-Disc.$107.4M
Employees--
Clients--
DateApr 2007
Total AUM$688.8M
Discretionary$581.4M
Non-Disc.$107.4M
Employees--
Clients--
DateMar 2007
Total AUM$688.8M
Discretionary$581.4M
Non-Disc.$107.4M
Employees--
Clients--
DateMar 2006
Total AUM$522.9M
Discretionary$522.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$522.9M
Discretionary$522.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$573.6M
Discretionary$573.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$573.6M
Discretionary$573.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$567.4M
Discretionary$567.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$567.4M
Discretionary$567.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$967.6M
Discretionary$967.6M
Non-Disc.$0
Employees10
Clients--