# PELION INVESTMENT ADVISORS, INC.

PELION INVESTMENT ADVISORS, INC. of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 138400
- Type: SEC-registered investment adviser
- SEC file number: 801-66276
- Location: 2915 N. BOULEVARD, TAMPA, FL, 33602
- Phone: 917-639-5451
- Latest filing: 2026-07-29
- Regulatory AUM: $61.6M
- Discretionary AUM: $54.5M
- Non-discretionary AUM: $7.2M
- Clients: 3
- Accounts: 43

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| BERGMAN HILARY GUY | CEO; CHIEF COMPLIANCE OFFICER | — |
| NORDVEDT DANIEL GLEN | CHIEF COMPLIANCE OFFICER; COMPLIANCE | — |
| BELLER KATHRYN PAYNE | CHIEF COMPLIANCE OFFICER | — |
| HUNTER CONSTANCE LOUISE | CHIEF INVESTMENT OFFICER | — |
| SHAPIRO ROBERT IRA | CHIEF INVESTMENT OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138400/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138400/similar
- Related entities: https://search.stillhousedata.com/firm/138400/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138400

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.