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Pemigewasset Capital LLC (Southport)


Pemigewasset Capital LLC is an adviser based in Southport. It manages $38.84 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

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

Pemigewasset Capital: assets under management

The assets under management (AUM) of Pemigewasset Capital LLC is $38.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.42 million each.
Pemigewasset Capital has custody of $37.48 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 Pemigewasset Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southport

The principal office where Pemigewasset Capital LLC performs its advisory services is located at 107 John Street, Southport, CT 06890 The mailing address of the firm is P.O. Box 956, Southport, CT 06890. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-254-2967 or by fax 203-286-2613. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.pemipartners.com.


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