Updated:
Pendulum Wealth Partners
Pendulum Wealth Partners is an SEC-registered investment adviser in Itasca, IL, registered since 2025. The firm manages approximately $283 million in...
Overview
Pendulum Wealth Partners is an SEC-registered investment adviser in Itasca, IL, registered since 2025. The firm manages approximately $283 million in regulatory assets. It has 13 employees and 9 investment advisers. PENDULUM WEALTH PARTNERS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-20, it reported 13 employees; 927 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Pendulum Wealth Partners?
No named principals or investment committee members are identified in any public filing, website, or media report for Pendulum Wealth Partners. The firm maintains a deliberately opaque profile, which is not uncommon for multi-family offices serving a small, tightly held group of families. Until a regulatory filing or verified sourcing emerges, the leadership structure remains unknown.
How does Pendulum Wealth Partners source proprietary deal flow?
Without published investment activity or named principals, it is impossible to describe a sourcing model for Pendulum Wealth Partners. Most family offices of this profile rely on personal networks, private bankers, and GP introductions for direct or co-investment opportunities. No club memberships, deal platforms, or network affiliations are publicly attributed to the firm.
Does Pendulum Wealth Partners participate in fund commitments or only direct deals?
There are no publicly disclosed fund commitments or direct deals attributable to Pendulum Wealth Partners. Many MFOs blend both approaches — committing to external managers for asset classes outside their in-house expertise while pursuing direct co-investments alongside trusted GPs — but without sourcing, this firm's specific blend cannot be characterized.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Pendulum Wealth Partners in Altss
Explore available research and relationship coverage for this adviser in Altss.