RIA Intel›Advisers›New Jersey›PENTA CAPITAL STRATEGIES LLC

PENTA CAPITAL STRATEGIES LLC

Advisory

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account

$4K

across 10 accounts

AUM per adviser

$44K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$44K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44K

Discretionary AUM$44K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

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

4 clients

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

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Advisers of similar size in NJ

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

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PIONEER ADVISORY LLC

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KINGSTON HORIZON ADVISORS LLC

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