Pendragon Capital Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

23 Heath Rd, Fishkill, New York, 12524, ...

Phone Number

(917) 837-2287

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Pendragon Capital Management

Pendragon Capital Management specializes in prudent, independent, and intelligent investment management aimed at preserving and growing clients' wealth. They offer a range of services including managed portfolios, equity and fixed income strategies, and financial planning tailored to individual client needs. The firm focuses on providing personalized interactions and access to specialized portfolios, such as their Climate Impact Portfolio for sustainable investing. As fiduciaries, Pendragon prioritizes client interests and aims to build trust through their commitment to meeting the financial needs of investors.Explore more
Pendragon Capital Management's Social MediaPopular SearchesPendragon Capital Management IncPendragon Alternative Income LLCPendragon Associates IncPendragon Capital ManagementNy Pendragon Associates IncSIC Code 62,628NAICS Code 52,523Show more

Pendragon Capital Management Org Chart

PhoneEmail
JX
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pendragon Capital Managem...

<$5M
1-10
Private
-
1996
JX
Jeff Xi LongManaging Director
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
1-10
Private
-
1991
Matthew Welsh, President at Godshalk Welsh Capital Management
Matthew WelshPresident
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pendragon Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pendragon Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pendragon Capital Management.

Pendragon Capital Management Tech Stack

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Frequently Asked Questions Regarding Pendragon Capital Management

What is Pendragon Capital Management's official website?
Pendragon Capital Management's official website is www.pendragon-capital.com
What is Pendragon Capital Management's Revenue?
Pendragon Capital Management's revenue is <$5 Million
What is Pendragon Capital Management's SIC code?
Pendragon Capital Management's SIC: 62,628
What is Pendragon Capital Management's NAICS code?
Pendragon Capital Management's NAICS: 52,523
How many employees does Pendragon Capital Management have?
Pendragon Capital Management has 1-10 employees
What industry does Pendragon Capital Management belong to?
Pendragon Capital Management is in the industry of: Finance, Securities Trading
What is Pendragon Capital Management competition?
Pendragon Capital Management top competitors include: Journey Capital Advisers, QVest, Garrett Nagle, Wealth Preservation Advisors
What technology does Pendragon Capital Management use?
Some of the popular technologies that Pendragon Capital Management uses are: WordPress.org, PHP, HubSpot, Microsoft 365
How do I contact Pendragon Capital Management?
Pendragon Capital Management contact info: Phone number: (917) 837-2287 Website: www.pendragon-capital.com
What does Pendragon Capital Management do?

Pendragon Capital Management specializes in prudent, independent, and intelligent investment management aimed at preserving and growing clients' wealth. They offer a range of services including managed portfolios, equity and fixed income strategies, and financial planning tailored to individual client needs. The firm focuses on providing personaliz... ed interactions and access to specialized portfolios, such as their Climate Impact Portfolio for sustainable investing. As fiduciaries, Pendragon prioritizes client interests and aims to build trust through their commitment to meeting the financial needs of investors.Read More

What are Pendragon Capital Management social media links?
Pendragon Capital Management Linkedin page
Is Pendragon Capital Management a public company?
Pendragon Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Pendragon Capital Management

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