Form ADV Part 2B
This brochure supplement provides information about the educational background and business experience of the Supervised Persons at Pembrium Partners LLC.
Supervised Persons
The following Investment Committee members formulate investment advice and manage client assets. Their complete educational background, business experience, and disciplinary history (if any) are detailed in the attached PDF.
James Mitchell
Chief Executive Officer
- Education
- Harvard MBA
Princeton BA - Born
- 1972
- CRD Number
- 2849102
Sarah Chen, CFA
Chief Investment Officer
- Education
- Stanford PhD
MIT BS - Born
- 1978
- CRD Number
- 4492101
David Park, CFA
Head of Equities
- Education
- Wharton MBA
Yale BA - Born
- 1982
- CRD Number
- 5592831
Amanda Price, CFA
Head of Risk
- Education
- Chicago MBA
Dartmouth BA - Born
- 1980
- CRD Number
- 5102938
Robert Kim, PhD
Director of Research
- Education
- Columbia PhD
Duke BS - Born
- 1985
- CRD Number
- 6029182
Rachel Morrison
Head of Fixed Income
- Education
- LSE MSc
Oxford BA - Born
- 1983
- CRD Number
- 5928173
Disclosure Categories
Disciplinary Information
We are required to disclose any material legal or disciplinary events. Pembrium Partners LLC and its supervised persons have no legal or disciplinary events to report.
Other Business Activities
Information regarding any outside business activities that may create a conflict of interest, ensuring you understand where our time and loyalties lie.
Supervision
Details on how we supervise our investment professionals, including the name and contact information of the direct supervisor for each individual.