Multi-Family OfficeRIA · CRD 159217SEC-Registered

Updated:

Pento Portfolio Strategies

Pento Portfolio Strategies, LLC is an SEC-registered investment adviser in Naples, FL, registered since 2021. The firm manages approximately $237 million in...

Pento Portfolio Strategies

Pento Portfolio Strategies, LLC is an SEC-registered investment adviser in Naples, FL, registered since 2021. The firm manages approximately $237 million in assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

How does Pento Portfolio Strategies source proprietary deal flow?

The firm focuses on public markets and liquid assets. Its advantage is not private deal flow but macro-driven asset allocation across exchange-traded securities, using in-house research and economic analysis (per the firm's public commentary).

What investment stages does Pento Portfolio Strategies typically target?

The firm focuses on liquid public markets, not venture capital or private equity stages. It invests across all market cycles, adjusting between equities, fixed income, and cash based on economic outlook (per public interviews with Michael Pento).

Profile maintained by 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 family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles