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PENSO ADVISORS, LLC

NEW YORK, NY · CRD 158297 · IAPD ↗ · 212-688-8800

$1.06BRegulatory AUM
2Advisory reps
10Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — PENSO ADVISORS, LLC crossed $1B in regulatory AUM ($890.0M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
April 2024 — PENSO ADVISORS, LLC reported RAUM down 28% ($1.24B -> $890.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.