Pension Partners is an investment advisor in San Juan with $23.50 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
223728883
SEC advisor number
801-68091
FINRA CRD number
125772
AUM ?
$23.50 mm
(as of 4 Nov 20)
Accounts
24
(as of 4 Nov 20)
Employees
1
(1 investment advisory or research)
Address
Pension Partners
453 WEST 17TH STREET
SUITE 2SW
NEW YORK
NY 10011
453 WEST 17TH STREET
SUITE 2SW
NEW YORK
NY 10011
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
212-255-5000
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Dempsey, Edward, Michael | Managing Member/chief Compliance Officer | 07/1999 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Nov 19
13F-HR
Quarterly holdings report by institutional manager
15 Aug 19
13F-HR
Quarterly holdings report by institutional manager
6 Feb 19
13F-HR
Quarterly holdings report by institutional manager
9 Nov 18
13F-HR
Quarterly holdings report by institutional manager
3 Aug 18
13F-HR
Quarterly holdings report by institutional manager
8 May 18
13F-HR
Quarterly holdings report by institutional manager
13 Feb 18
13F-HR
Quarterly holdings report by institutional manager
13 Nov 17
13F-HR
Quarterly holdings report by institutional manager
9 Aug 17
13F-HR
Quarterly holdings report by institutional manager
8 May 17