Penta Family Office Sa (Geneva)

Penta Family Office Sa is an adviser based in Geneva. It has been registered with the SEC as an adviser since 2015.

Penta Family Office provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Penta Family Office Sa 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.

Careers at Penta Family Office Sa

The company employs 1 person that is either a part- or full-time employee. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jonathan Saul Mattatia has been acting as President since 1 Nov 2015. Roberto Nmn Pisano joined the executive team most recently as the Cio.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Maurice Benezra	Director	1 Apr 2010	Other	1725035
Pascal Gisiger	Ceo, cco	1 Aug 2011	Other	6593907
Penta Partners Holding Luxembourg	Shareholder	1 Dec 2011	75% - 100%	foreign
Jonathan Saul Mattatia	Director	1 Nov 2015	Other	6595122
Jonathan Mattatia	Director	1 Nov 2015	Other	6595122
Nazare Maria Mestre Afonso	Director	1 Dec 2015	Other	6593911
Nazare Maria Mestre Alfonso	Director	1 Dec 2015	Other	6593911
Maria Mestre Afonso Nazare	Cio	1 Dec 2015	Other	6593911
Roberto Nmn Pisano	Cio	1 Jul 2017	Other	6853094

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Maurice Benezra	Shareholder	1 Nov 2011	75% - 100%	1725035
Apb Holding Luxembourg	Owner	1 Dec 2011	75% - 100%	foreign

Based in Geneva

The principal office where Penta Family Office Sa performs its advisory services is located at Rue Du Prince, 9 11, Geneva, Ch 1204, which is also the mailing address of the firm. The firm also has an office outside of the United States.