RIA Intel›Advisers›Oregon›PEMBROKE ASSET ADVISORS, LLC

PEMBROKE ASSET ADVISORS, LLC

Advisory

OR

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in OR

#299

of 305 advisers by AUM

Average account

$140K

across 381 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients168

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MD, NV, OR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

168 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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