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PENSO ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,061,821,178
Discretionary
$61,218,428
Non-discretionary
$1,000,602,750

Firm details

CRD number
158297
SEC file number
801-74297
Main office
NEW YORK, NY, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Performance-based

As of October 2026.