Pentwater Capital Management Lp
Answer a few questions and
get matched with an advisor.
Learn more about Pentwater Capital Management Lp
Overview
Pentwater Capital Management Lp operates as a financial advisory firm that has its headquarters in Naples, Florida. Pentwater Capital Management Lp controls $5.9 billion in assets across 24 accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The firm has an average-sized group, including 19 financial advisors. Pentwater Capital Management Lp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, equities and bonds.
Pentwater Capital Management Lp oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing to seek the customer's authorization. Pentwater Capital Management Lp's average account size is $244.3 million. The typical advisor at Pentwater Capital Management Lp administers about one client account, placing it among the most individualized financial advisor firms in the country.
Pentwater Capital Management Lp's main office is located at 1001 10Th Avenue South, Naples, Florida 34102. Pentwater Capital Management Lp is registered to serve investors throughout 3 states, including Florida, Illinois and Minnesota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pentwater Capital Management Lp by the Numbers
$5.9 billion
40
24
$244.3 million
Fee Structure
A financial advisor's fees depend on which services are provided. However, fee types charged by the firm can include the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Pentwater Capital Management Lp provides services to pooled investment vehicles and corporations. Out of its 24 customers, Pentwater Capital Management Lp's largest client group is pooled investment vehicles. Around 75% of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Pentwater Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.