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.
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. 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.
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.
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.
You can reach the main office by calling the phone number +41 22 310 07 32 or by fax +41 22 310 14 83. The normal business hours are 9 am to 5 pm on Monday - Friday.