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Pembroke Wealth Management
Pembroke Wealth Management, a registered multi-family office RIA, provides investment and estate planning for high-net-worth families.
Pembroke Wealth Management
Pembroke Wealth Management is structured as a registered investment advisor that functions as a multi-family office. The firm targets high-net-worth families seeking consolidated wealth management, including investment oversight and estate planning. Its registered status with the SEC provides regulatory transparency, though specific founding details and principal names are not publicly documented. The firm's investment approach likely spans a mix of public equities, fixed income, and alternative assets such as private equity and real estate. Pembroke does not publicly disclose specific portfolio companies or co-investment partners. Geographic focus appears to be domestic within the United States, given its advisory registration. No public records detail the firm's assets under management, team size, or additional offices. There are no verifiable recent operational events in the last 24 months. Adjacent philanthropic or operating structures are not disclosed. The primary structural differentiator for Pembroke is its multi-family office model, which consolidates multiple family wealth pools under a single RIA. This structure provides cost efficiencies and governance frameworks distinct from single-family offices, but the firm's lack of public disclosure limits further differentiation.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Pembroke Wealth Management a single-family office or a multi-family office?
Pembroke Wealth Management is a multi-family office operating as a registered investment advisor. It serves multiple high-net-worth families, pooling resources for investment management and estate planning. This structure offers diversification and cost-sharing compared to a single-family office (per public record).
What services does Pembroke Wealth Management offer?
The firm provides investment management and estate planning services to wealthy families. Investments likely span public equities, fixed income, and alternative assets. Estate planning includes trust structuring and generational wealth transfer strategies.
Does Pembroke Wealth Management disclose its investment team?
The firm does not publicly name its investment professionals or principals. As an RIA, it files Form ADV with the SEC that may list key personnel, but those details are not broadcast in marketing materials. Institutional allocators need to request this during due diligence.
What are Pembroke Wealth Management's assets under management?
AUM is not publicly disclosed. The firm's SEC registration as an RIA suggests it manages at least $100 million in client assets, but no specific figure is available. The firm does not publish AUM on its public filings or website.
How does Pembroke Wealth Management's fee structure work?
As a registered investment advisor, Pembroke charges fees based on a percentage of assets under management. Specific fee schedules are not public but are typical for multi-family offices and RIAs. Clients should review the firm's Form ADV for detailed fee disclosures.
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