Assets Under Management
$5.5B
Number of Clients
272
Number of Advisors
6
Average Client AUM
$20.2M
AUM per Advisor
$917.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pentegra Investors offers ongoing asset management for retirement plans and other institutional clients, managing assets in pooled accounts or separately managed accounts. They also provide OCIO services, reviewing and making recommendations about the allocation and reallocation of each client’s entire portfolio.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable.
701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805