# PENSO ADVISORS, LLC

PENSO ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 158297
- Type: SEC-registered investment adviser
- SEC file number: 801-74297
- Location: 780 THIRD AVENUE, 12TH FLOOR, NEW YORK, NY, 10017
- Phone: 212-688-8800
- Latest filing: 2026-03-31
- Regulatory AUM: $1.1B
- Discretionary AUM: $61.2M
- Non-discretionary AUM: $1.0B
- Clients: 10
- Accounts: 8

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [Ari Bergmann](https://search.stillhousedata.com/person/65685) | MEMBER; PRINCIPAL | New York, NY |
| [Jaime Shechter](https://search.stillhousedata.com/person/665634) | CHIEF OPERATING OFFICER | — |
| [Leigh Victoria Waxman](https://search.stillhousedata.com/person/665635) | CHIEF COMPLIANCE OFFICER | — |
| [Iona Malka Dolinger Bergmann](https://search.stillhousedata.com/person/665636) | TRUSTEE | — |
| [Dustin Jacob Barzell](https://search.stillhousedata.com/person/665637) | TRUSTEE | — |
| [Mark David Allison](https://search.stillhousedata.com/person/708045) | TRUSTEE | — |
| [PFEIFFER ABRAHAM JOSEPH](https://search.stillhousedata.com/person/745025) | TRUSTEE | — |
| [HOWARD ALAN ELDAD](https://search.stillhousedata.com/person/768578) | LIMITED PARTNER OF ALTA LP; LIMITED PARTNER OF BREVAN HOWARD (JERSEY) LP | — |
| [BERGMANN ARI](https://search.stillhousedata.com/person/783427) | MEMBER; PRINCIPAL | — |
| [WAXMAN LEIGH VICTORIA](https://search.stillhousedata.com/person/786219) | CHIEF COMPLIANCE OFFICER | — |
| [SHECHTER JAIME](https://search.stillhousedata.com/person/826110) | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| [Bergmann Iona](https://search.stillhousedata.com/person/841050) | TRUSTEE | — |
| [BERGMANN IONA MALKA DOLINGER](https://search.stillhousedata.com/person/865137) | TRUSTEE | — |
| [Allison Mark David](https://search.stillhousedata.com/person/865138) | TRUSTEE | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PENSO FUND PLATFORM SPC- SEGREGATED PORTFOLIO NCA #14 | Hedge Fund | Cayman Islands | 3 | $42.1M | $100K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CEDARHURST | NY | 2 | (516) 791-3800 |
| CEDARHURST | NY | 2 | (516) 791-3800 |


## Fund service providers (1)

- administrator: SS&C TECHNOLOGIES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158297/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158297/similar
- Related entities: https://search.stillhousedata.com/firm/158297/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158297

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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.