Pendo, LLC (New York)

Name: Pendo, LLC
Address: 100 Park Avenue, New York, NY, 10017
Telephone: 212-880-6446

Pendo, LLC is an adviser based in New York. It manages $12.05 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of New York and Texas.

Pendo provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pendo: assets under management

The assets under management (AUM) of Pendo, LLC is $12.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4719% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $301.18 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pendo, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pendo, LLC

Mark Joseph Foley has been acting as President since 1 Oct 2008. Tina Eva Lena Larsson joined the executive team most recently as the Member, Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tina Eva Lena Larsson	Member, chief executive officer	1 Feb 2007	50% - 75%	5050537
Yvette Rubensdotter Avenhall	Chief compliance officer	1 Feb 2007	Other	5309817
Mark Joseph Foley	Chief financial officer	1 Feb 2007	Other	1912918
Mark Joseph Foley	Member/president/chief compliance officer	1 Oct 2008	25% - 50%	1912918

Based in New York

The principal office where Pendo, LLC performs its advisory services is located at 100 Park Avenue, New York, NY 10017, 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 212-880-6446. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at pendollc.com.