Updated:
Pendulum Asset Management
Pendulum Asset Management, LLC is a Registered Investment Advisor specializing in underappreciated high-yielding equity and preferred securities.
Pendulum Asset Management
Pendulum Asset Management, LLC is a Registered Investment Advisor specializing in underappreciated high-yielding equity and preferred securities. It conducts deep fundamental research to construct client portfolios aiming for high income and capital appreciation. Typical investments include mortgage REITs, BDCs, and certain preferred stock, offered to high net-worth individuals, family offices, and institutional capital.
General information
Firm type
Asset Manager
Year founded
2023
Location
City
Heber City
Principals
Eric Kruglak
Frequently asked questions
Is Pendulum Asset Management still an active entity?
Yes. Pendulum Asset Management maintains an active registration with the U.S. Securities and Exchange Commission, which requires periodic updating of Form ADV filings. The most recent filing available through the SEC's Investment Adviser Public Disclosure database confirms the firm remains in operation, though no details about its current client base or investment activities are disclosed.
Who owns Pendulum Asset Management?
Ownership information is not publicly available. The firm's regulatory filings shed no light on direct or indirect control persons, a disclosure posture that is generally permissible for exempt reporting advisers under certain thresholds. Without independent reporting or a firm-maintained website, the identity of its principals remains unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: