PELION INVESTMENT ADVISORS, INC. of TAMPA, FL is an SEC-registered investment adviser (CRD 138400). Regulatory assets under management: $61.6M.
Compensation: % of AUM, Other.
Clients served: High net worth, Pooled vehicles, Charities.
| 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 | — |