PI
PENTEGRA INVESTORS, INC.
SEC RegisteredWHITE PLAINS, NYhttps://pentegra.com(914) 694-1300
Assets Under Management
$5B–$25B
Employees
13
Office Locations
2 offices
Total Accounts
250
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $6.7M |
| Charitable Organizations | 248 | $5.6B |
250 total clients reported on Form ADV.
Leadership
Pentegra Services Inc
SHAREHOLDER
Pentegra Defined Benefit Plan For Financial Institutions
SHAREHOLDER
Robert D Alin
DIRECTOR, SECRETARY AND COUNSEL
John E Pinto
DIRECTOR
Scott Mitchell Stone
PRESIDENT, CHIEF INVESTMENT OFFICER
Charles S Sorrentino
CHIEF FINANCIAL OFFICER
Lars Gerhard Ernst
CHIEF COMPLIANCE OFFICER
Office locations
2 offices in 2 states
NY
WHITE PLAINSHQ
CT
SHELTON
Advisors at this firm
6 advisors in the directory
Maegen Emily Chaudry
Investment Adviser Representative
Pedro Jovanny Frias
Investment Adviser Representative
Maureen Ellen Hamblin
Investment Adviser Representative
Stephen A Hughes
Investment Adviser Representative
Christopher Jonathan Lamarca
Investment Adviser Representative
Regina Angela Montrony
Investment Adviser Representative
Regulatory & compliance
CRD number
#111503
SEC Number
801-36893
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
pentegra.comPhone
(914) 694-1300Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PENTEGRA INVESTORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.