P
Pension Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
18
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$1,277,778
About
Pension Partners advises high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities, providing discretionary portfolio management and pension consulting services. The firm reports approximately $23 million in discretionary assets under management and additionally advises on investment options for a substantially larger pool of retirement plan assets.
The firm implements model and asset‑allocation portfolios under discretionary authority and uses a mix of fundamental, technical and charting analysis, with strategies that may include leverage, options, and both long‑ and short‑term positions. For plan sponsors Pension Partners prepares investment policy statements, selects and monitors mutual fund and ETF options, and provides participant education, and it may enter into performance‑based fee arrangements with qualified clients in selected engagements.
Pension Partners is notable for acting as a sub‑adviser/private fund adviser to pooled investment vehicles and for managing pooled vehicles in addition to individual accounts, a combination that is uncommon among solo independent advisers. Its substantial pension consulting business and the firm’s focus on higher‑value and institutional plan clients, relative to its modest discretionary AUM, further distinguish its client mix and service model from many peers.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Fee options
1.00% - 2.00% (negotiable based on client and account factors)
Up to 15% of net profits, calculated quarterly in arrears using a high watermark methodology; applicable only for Qualified Clients.
Account minimum: $1,000,000 Fee-only: Portfolio Management Services fees based on 1.00% - 2.00% of assets under management, negotiable; Pension Consulting Services fees determined case-by-case and negotiated.
Most active in
Pension Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Puerto Rico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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