PENSO ADVISORS, LLC
CRD #158297 SEC #801-74297 NEW YORK, NY 212-688-8800
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$233.7M
Employees
11
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $233.7M | $1B | 11 | 0 |
| Mar 2024 | $890M | $276.1M | $613.8M | 12 | 0 |
| Jun 2023 | $1.2B | $436.8M | $800M | 11 | 0 |
| Mar 2023 | $1.2B | $436.8M | $800M | 11 | 0 |
| Mar 2022 | $1.2B | $377.5M | $800M | 11 | 0 |
| Apr 2021 | $1.1B | $508.3M | $600M | 13 | 0 |
| Mar 2021 | $1.1B | $508.3M | $600M | 13 | 0 |
| Mar 2020 | $1.1B | $356.3M | $700M | 12 | 0 |
| Mar 2019 | $1.1B | $516.4M | $535.4M | 13 | 0 |
| Mar 2018 | $918.7M | $508.3M | $410.4M | 11 | 0 |
| Mar 2017 | $1.1B | $579.7M | $546M | 11 | 11 |
| Mar 2016 | $1.1B | $571.7M | $551.6M | 11 | 1 |
| Mar 2015 | $1.4B | $1.3B | $86.5M | 11 | 11 |
| Mar 2014 | $1.4B | $1.3B | $125M | 8 | 11 |
| Mar 2013 | $1.2B | $1.1B | $100M | 9 | 11 |
| Jan 2013 | $1.3B | $345M | $1B | 6 | 11 |
| Feb 2012 | $1.3B | $345M | $1B | -- | 11 |
DateMar 2025
Total AUM$1.2B
Discretionary$233.7M
Non-Disc.$1B
Employees11
Clients0
DateMar 2024
Total AUM$890M
Discretionary$276.1M
Non-Disc.$613.8M
Employees12
Clients0
DateJun 2023
Total AUM$1.2B
Discretionary$436.8M
Non-Disc.$800M
Employees11
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$436.8M
Non-Disc.$800M
Employees11
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$377.5M
Non-Disc.$800M
Employees11
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$508.3M
Non-Disc.$600M
Employees13
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$508.3M
Non-Disc.$600M
Employees13
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$356.3M
Non-Disc.$700M
Employees12
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$516.4M
Non-Disc.$535.4M
Employees13
Clients0
DateMar 2018
Total AUM$918.7M
Discretionary$508.3M
Non-Disc.$410.4M
Employees11
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$579.7M
Non-Disc.$546M
Employees11
Clients11
DateMar 2016
Total AUM$1.1B
Discretionary$571.7M
Non-Disc.$551.6M
Employees11
Clients1
DateMar 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$86.5M
Employees11
Clients11
DateMar 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$125M
Employees8
Clients11
DateMar 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$100M
Employees9
Clients11
DateJan 2013
Total AUM$1.3B
Discretionary$345M
Non-Disc.$1B
Employees6
Clients11
DateFeb 2012
Total AUM$1.3B
Discretionary$345M
Non-Disc.$1B
Employees--
Clients11