PENCE CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.54B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $1.54B |
| Client Accounts | 350 |
| Avg Account Size | $4.4M |
| Employees | 14 |
| Peak AUM | $1.72BJan 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +12.8% | +16.1% | — | |
| Non-Disc. AUM | $1.5B | ||||
Key Metrics
| Total AUM | $1.54B |
| Discretionary | $0 |
| Employees | 14 |
| Client Accounts | 350 |
Contact & Location
Address
5000 BIRCH STREET, SUITE 8000
NEWPORT BEACH CA 92660
Phone
949-660-8777
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$1.5B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension ConsultantTrust Company