Investment adviser · CRD 281739
PENCE CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
NEWPORT BEACH, CA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $1.54B Form ADV · Item 5.F
- Client accounts
- 350 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 6 | $1,358,317,674 | 88.4% |
| Other investment advisers | 1 | $110,901,317 | 7.2% |
| Investment companies | 2 | $67,460,000 | 4.4% |
Filing source
Form ADV 2070259 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
5000 BIRCH STREET, SUITE 8000NEWPORT BEACH, CA, 92660, United States
CRD 281739
Filing source
Form ADV 2070259 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.