Penso Capital Markets, LLC is a large advisory firm based in Cedarhurst. It manages $64 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.
Penso Capital Markets provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Penso Capital Markets, LLC is $64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Penso Capital Markets, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Penso Capital Markets, LLC performs its advisory services is located at 68 Carman Avenue, Cedarhurst, NY 11516, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-791-3800 or by fax 516-791-0060. The normal business hours are 9am-5pm on Monday - Friday.