Pemberwick Investment Advisors, LLC
Pemberwick Investment Advisors, LLC is an SEC-registered ria in Greenwich, CT with $173.7M assets under management (AUM, regulatory AUM), -12% over one year. See who owns Pemberwick Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149639, SEC 801-70231, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $173.7M (2026-03-24)
- Firm type
- Ria
- Location
- Greenwich, CT
- Employees
- 2
- CRD
- 149639
- Ownership
- FLANAGAN, JOANNE, D; RICHMAN, RICHARD, PAUL; BEHRE, JOHN, WILLIAM; SALZMAN, DAVID, A; KRISTIN, MILLER, M
How much AUM does Pemberwick Investment Advisors, LLC have?
Pemberwick Investment Advisors, LLC reported $173.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Pemberwick Investment Advisors, LLC?
Disclosed owners and executives of Pemberwick Investment Advisors, LLC include FLANAGAN, JOANNE, D, RICHMAN, RICHARD, PAUL, BEHRE, JOHN, WILLIAM, SALZMAN, DAVID, A, KRISTIN, MILLER, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.