PENDLETON STREET ADVISORS, LLC

PENDLETON STREET ADVISORS, LLC of COLUMBIA, SC is an SEC-registered investment adviser (CRD 168040). Regulatory assets under management: $83.2M.

Registration

• CRD: 168040
• Type: Registered investment adviser
• Location: 1100 SHIRLEY STREET, COLUMBIA, SC, 29205
• Phone: 803-799-1301
• Latest filing: 2026-02-12
• Regulatory AUM: $83.2M
• Discretionary AUM: $83.2M
• Clients: 5
• Accounts: 152

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168040 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search