Chief Financial Officer · Pentegra Investors, Inc.
Charles S Sorrentino
CRD 6473113 · Named on Form ADV at one SEC-registered adviser
At a glance
Pentegra Investors, Inc., an SEC-registered asset manager based in Shelton, CT with $5.6 billion in regulatory assets, lists Charles S Sorrentino on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Pentegra Investors, Inc.Chief Financial OfficerAsset manager · Shelton, CT · $5.6B in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Scott M. StonePresident, Chief Investment Officer, Pentegra Investors, Inc.
- Lars G. ErnstChief Compliance Officer, Pentegra Investors, Inc.
- Kevin O FinneganSVP, General Counsel, Pentegra Investors, Inc.
- Eric H. WietsmaDirector, Pentegra Investors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.