Pentegra Investors, Inc.

Overview

Pentegra Investors, Inc. is an SEC registered investment adviser based in Shelton, CT, registered since 1990. It reports $5.6B in assets under management across 250 accounts, with 13 employees. It has 6 investment adviser representatives.

Reported AUM

$5.6B

Discretionary

58%

Accounts

250

Average account

$22.4M

Employees

13

Advisory reps

6

Registered since

1990

Jurisdictions

3

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Scott Mitchell Stone President, Chief Investment Officer CRD 4552527
• Charles S Sorrentino Chief Financial Officer CRD 6473113
• Lars Gerhard Ernst Chief Compliance Officer CRD 5197938

2 more executive officers, with direct contact details

Advisory reps 3 of 6

• Maegen Emily Chaudry Registered Rep · Investment Adviser Rep CRD 5556813
• Pedro Jovanny Frias Investment Adviser Rep CRD 7498877
• Maureen Ellen Hamblin Registered Rep · Investment Adviser Rep CRD 2700771

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2 Enterprise Dr Ste 408
Shelton, CT 06484

County

Naugatuck Vly

Metro area

New Haven-Milford, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: pentegra.com

Every state, with registration dates

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