PELION INVESTMENT ADVISORS, INC.
CRD #138400 SEC #801-66276 NEW YORK, NY 917-639-5450
SEC Registered Disclosures
Total AUM
$7.7M
Discretionary
$0
Employees
1
Clients
0
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2012 | $7.7M | $0 | $7.7M | 2 | 26 |
| Dec 2012 | $7.7M | $0 | $7.7M | 2 | 26 |
| Oct 2012 | $7.7M | $0 | $7.7M | 1 | 26 |
| Aug 2012 | $7.7M | $0 | $7.7M | 1 | 26 |
| Jul 2012 | $7.7M | $0 | $7.7M | 1 | 26 |
| Jun 2012 | $7.7M | $0 | $7.7M | 1 | 26 |
| May 2012 | $7.7M | $0 | $7.7M | 1 | 26 |
| May 2012 | $7.7M | $0 | $7.7M | 1 | 26 |
| Apr 2011 | $25.7M | $17.1M | $8.6M | 5 | -- |
| Dec 2010 | $31.2M | $1.2M | $30M | 5 | -- |
| Oct 2010 | $31.2M | $1.2M | $30M | 5 | -- |
| Jul 2010 | $31.2M | $1.2M | $30M | 5 | -- |
| Jun 2010 | $31.2M | $1.2M | $30M | 5 | -- |
| Jun 2010 | $31.2M | $1.2M | $30M | 5 | -- |
| Mar 2010 | $31.2M | $1.2M | $30M | 5 | -- |
| Mar 2009 | $35.9M | $2.1M | $33.8M | 5 | -- |
| Mar 2007 | $50.5M | $331K | $50.2M | 5 | -- |
| Mar 2006 | $28.8M | $0 | $28.8M | 5 | -- |
| Feb 2006 | $28.8M | $0 | $28.8M | 5 | -- |
| Feb 2006 | $28.8M | $0 | $28.8M | 5 | -- |
DateDec 2012
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees2
Clients26
DateDec 2012
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees2
Clients26
DateOct 2012
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees1
Clients26
DateAug 2012
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees1
Clients26
DateJul 2012
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees1
Clients26
DateJun 2012
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees1
Clients26
DateMay 2012
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees1
Clients26
DateMay 2012
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees1
Clients26
DateApr 2011
Total AUM$25.7M
Discretionary$17.1M
Non-Disc.$8.6M
Employees5
Clients--
DateDec 2010
Total AUM$31.2M
Discretionary$1.2M
Non-Disc.$30M
Employees5
Clients--
DateOct 2010
Total AUM$31.2M
Discretionary$1.2M
Non-Disc.$30M
Employees5
Clients--
DateJul 2010
Total AUM$31.2M
Discretionary$1.2M
Non-Disc.$30M
Employees5
Clients--
DateJun 2010
Total AUM$31.2M
Discretionary$1.2M
Non-Disc.$30M
Employees5
Clients--
DateJun 2010
Total AUM$31.2M
Discretionary$1.2M
Non-Disc.$30M
Employees5
Clients--
DateMar 2010
Total AUM$31.2M
Discretionary$1.2M
Non-Disc.$30M
Employees5
Clients--
DateMar 2009
Total AUM$35.9M
Discretionary$2.1M
Non-Disc.$33.8M
Employees5
Clients--
DateMar 2007
Total AUM$50.5M
Discretionary$331K
Non-Disc.$50.2M
Employees5
Clients--
DateMar 2006
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--
DateFeb 2006
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--
DateFeb 2006
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--