Pentegra Investors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in White Plains, NY. Its latest Form ADV filing, dated March 25, 2026, reports $5.6B in regulatory assets under management, 13 employees, 1 office, and 250 accounts.
Assets Under Management
$5.6B
Employees
13
Offices
--
Total Clients
250
Primary office
SHELTON, CT
2 ENTERPRISE DRIVE, SUITE 408, SHELTON, CT, United States
Top client segmentPension Plans represent 99.2% of total clients.
Top client categories% of clientsClients
1
Pension Plans
99.2%
248
2
Pooled Investment Vehicles
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of May 22, 2026
Discretionary58.1%
$3.3B
58% of total RAUM58.1%
Non-discretionary41.9%
$2.3B
42% of total RAUM41.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.6B
Total Accounts250
10Y AUM Change$-4.4B (-44.1%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee19:1
10Y Employee Change-4 (-23.5%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.