# Pertento Advisors LLC

> Pertento Advisors LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 335545
- Filed as: PERTENTO ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335545
- AdvisorCensus page: https://advisorcensus.com/firm/pertento-advisors-llc-335545

## Quick answers

**How is Pertento Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pertento Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Pertento Advisors LLC registered with the SEC or a state?**
Pertento Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335545.

**How much does Pertento Advisors LLC manage?**
Pertento Advisors LLC reports $4,767,461,043 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Pertento Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Pertento Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335545

**What changed in Pertento Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $3,790,753,256 to $4,767,461,043 (+26%). Employees performing advisory functions went from 1 to 4. Added an office in Middletown, DE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $4,767,461,043
- Discretionary: $4,767,461,043
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $4,767,461,043 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London
- Miami, FL
- Middletown, DE

### Websites listed on Form ADV (Item 1.I)
- [pertento.com](https://pertento.com)
- LinkedIn @pertento-partners

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $3,790,753,256 to $4,767,461,043 (+26%).
- Employees performing advisory functions went from 1 to 4.
- Added an office in Middletown, DE.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pertento Advisors LLC (CRD 335545): Form ADV filing data as of October 2026.