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Pengra Capital Management Inc (Seattle)


Pengra Capital Management Inc is an adviser based in Seattle. It manages $61.72 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Pengra Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pengra Capital Management: assets under management

The assets under management (AUM) of Pengra Capital Management Inc is $61.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.57 million each.
Pengra Capital Management has custody of $1.9 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pengra Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Pengra Capital Management Inc performs its advisory services is located at 601 Union St, Seattle, WA 98101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-628-0891 or by fax 206-447-0689. The normal business hours are 6:30am-5pm on Monday - Friday.


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