RIA Intel›Advisers›New Jersey›FIDUCIARY PENSION PARTNERS, LLC

FIDUCIARY PENSION PARTNERS, LLC

Advisory

NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NJ
#636
of 775 advisers by AUM
Average account
$787K
across 95 accounts
AUM per adviser
$25M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$75M
Discretionary %
100%
Clients
51
Employees
6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$75M
Discretionary AUM$75M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees6
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

CALYX CAPITAL ADVISORS, LLC
$75M
RECURRENCE TECHNOLOGIES LLC
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$75M
FOXHILL CAPITAL PARTNERS, LLC
PRINCETON, NJ
$75M
-64.6% 1Y
AVANTI WEALTH MANAGEMENT LLC
RUTHERFORD, NJ
$75M
SIERRA FINANCIAL ADVISORS, LLC
RAMSEY, NJ
$75M
TRUST & FIDUCIARY INCOME PARTNERS LLC
HACKENSACK, NJ
$75M
+6.6% 1Y

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