PEMBERWICK INVESTMENT ADVISORS, LLC
CRD #149639 SEC #801-70231 GREENWICH, CT 203-869-0900
SEC Registered
Total AUM
$197.7M
Discretionary
$197.7M
Employees
2
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $197.7M | $197.7M | $0 | 2 | 0 |
| Mar 2024 | $231.7M | $231.7M | $0 | 2 | 0 |
| Mar 2023 | $275M | $275M | $0 | 2 | 0 |
| Mar 2022 | $290.1M | $290.1M | $0 | 2 | 0 |
| Mar 2021 | $289.7M | $289.7M | $0 | 3 | 0 |
| Feb 2020 | $354.1M | $354.1M | $0 | 5 | 0 |
| Jan 2019 | $350.3M | $350.3M | $0 | 5 | 0 |
| Mar 2018 | $208.3M | $208.3M | $0 | 4 | 0 |
| Jan 2018 | $208.3M | $208.3M | $0 | 4 | 0 |
| Oct 2017 | $197.1M | $197.1M | $0 | 4 | 0 |
| Feb 2017 | $156.9M | $156.9M | $0 | 4 | 1 |
| Jan 2016 | $151.1M | $151.1M | $0 | 4 | 1 |
| Mar 2015 | $160.3M | $160.3M | $0 | 5 | 1 |
| Nov 2014 | $157.7M | $157.7M | $0 | 5 | 1 |
| Feb 2014 | $157.7M | $157.7M | $0 | 5 | 1 |
| Feb 2013 | $123.5M | $123.5M | $0 | 5 | 1 |
| Mar 2012 | $124.7M | $124.7M | $0 | 1 | 1 |
| Feb 2011 | $161.1M | $161.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$290.1M
Discretionary$290.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$354.1M
Discretionary$354.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$350.3M
Discretionary$350.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$197.1M
Discretionary$197.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$0
Employees4
Clients1
DateJan 2016
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2015
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees5
Clients1
DateNov 2014
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees5
Clients1
DateFeb 2014
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees5
Clients1
DateFeb 2013
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2012
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees1
Clients1
DateFeb 2011
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees5
Clients--