Pengra Capital Management (PCM) offers investment management services through separately managed accounts and a private fund. PCM manages accounts on a discretionary basis, primarily investing in equities. PCM's investment style entails above-average risk. PCM also manages a private fund, Cohassett Capital Partners, L.P., with the objective of generating attractive, tax-efficient returns over the long term.
Assets Under Management$58M
Clients15
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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