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Pedro Jovanny Frias

Pentegra Investors, Inc.

Shelton, CT

CRD 7498877

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Employer firm

Pentegra Investors, Inc. CRD 111503

$5.60B regulatory AUM 250 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • COMPREHENSIVE ADVICE TO THIRD PARTY INTERNAL INVESTMENT COMMITTEES

From the firm’s Form ADV. Read the guides:

Current Employers
Pentegra Investors, Inc.

2 Enterprise Drive Suite 408, Shelton, CT 06484-4657 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-15
  • NY RA
    APPROVED
    Since 2022-04-15

Branch Locations

2 Enterprise Drive Suite 408, Shelton, CT 06484-4657 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pentegra Services, Inc. White Plains NY 08/2008 Present
  • 08/2008 → Present
    Pentegra Services, Inc.
    White Plains, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15
Other Names
  • Pedro Frias

View on SEC IAPD

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