Pence Capital Management, LLC
● SEC registered since 2023CRD 281739SEC# 801-128559Newport Beach, CA
Reg. AUM
$1.54B
Employees
14
Accounts
350
Location
Newport Beach, CA
Pence Capital Management, LLC assets under management
Pence Capital Management, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2023. It reports $1.5 billion in regulatory assets under management and employs 14 people.
Pence Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eldon Dryden Pence Control | Managing Member/Chief Compliance Officer | 50-75% | 2015 |
| Laila Sobhi Marshallpence Control | Member | 50-75% | 2015 |
Frequently asked questions
How much does Pence Capital Management, LLC manage?
Pence Capital Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Pence Capital Management, LLC have?
Pence Capital Management, LLC reports 14 employees.
Where is Pence Capital Management, LLC located?
Pence Capital Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2023.
Does Pence Capital Management, LLC disclose fund performance?
Pence Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5000 Birch Street, Suite 8000, Newport Beach, CA 92660 |
| Phone | 949-660-8777 |
| Fax | 949-660-8778 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $0Non-discretionary $1.54B