PENTO PORTFOLIO STRATEGIES, LLC

PENTO PORTFOLIO STRATEGIES, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 159217). Regulatory assets under management: $237.3M.

Registration

• CRD: 159217
• SEC file number: 801-121261
• Type: Registered investment adviser
• Location: 999 VANDERBILT BEACH RD, SUITE 200, NAPLES, FL, 34108
• Phone: 732-772-9500
• Latest filing: 2026-05-01
• Regulatory AUM: $237.3M
• Discretionary AUM: $237.3M
• Clients: 3
• Accounts: 874

Business model

Compensation: % of AUM, Subscription, Other.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159217 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search