RIA Intel›Advisers›New York›PENDRAGON CAPITAL MANAGEMENT, INC.

PENDRAGON CAPITAL MANAGEMENT, INC.

Advisory

NY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in NY
#4,486
of 5,722 advisers by AUM
Average account
$484K
across 94 accounts
AUM per adviser
$11M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$46M
Discretionary %
89%
Clients
44
Employees
4

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$46M
Discretionary AUM$41M
Non-Discretionary AUM$5M
Discretionary %89%
Total Clients44
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates In7 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

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

SIBILLA CAPITAL MANAGEMENT LLC
NEW YORK, NY
$46M
+63.6% 1Y
QUANTESSENCE CAPITAL LLC
NEW YORK, NY
$45M
SENTINEL ADVISORS LLC
NEW YORK, NY
$46M
LOGOS CAPITAL MANAGEMENT, LLC
NEW YORK, NY
$46M
-89.3% 1Y
M.D. SASS, LLC
NEW YORK, NY
$46M
-30.9% 1Y
ARISTOS CAPITAL MANAGEMENT LLC
NEW YORK, NY
$46M
-40.7% 1Y

Get the full picture on PENDRAGON CAPITAL MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PENDRAGON CAPITAL MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans