Firm profile

PENTEGRA INVESTORS, INC.

WHITE PLAINS, NYCRD 111503Latest ADV March 25, 2026

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
1 office
Total Clients
250
Primary office
WHITE PLAINS, NY
701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOLars G. Ernst
CFOCharles S. Sorrentino
CIOScott M. Stone

Advisory services offered

6 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

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 March 25, 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.

Latest AUM$5.6B
Total Accounts250
10Y AUM Change$-4.4B (-44.1%)

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%)

* 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.