Penso Advisors

Asset Manager SEC-registered adviser

Legal name: Penso Advisors, LLC

New York, NY Website

AUM

$1.1B
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$42.1M
Gross asset value

Employees

10

Last Form D raise

—

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

A
Ari Bergmann
Principal
Source: SEC Form ADV
D
Dustin Barzell
Trustee, The Bergmann Children's Trust
Source: SEC Form ADV
I
Iona Bergmann
Trustee, The Bergmann Children's Trust
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Penso Fund Platform Spc- Segregated Portfolio Nca #14Hedge Fund$42.1M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
158297
SEC file number
801-74297
CIK
1806420

Sources