The Science of
Compound Returns.
We do not rely on market beta alone. We pursue risk-aware outcomes through rigorous fundamental research and disciplined quantitative models.
Composite CAGR
9.2%
Since 1998
Excess Return (10Y)
+145bps
Vs Benchmark
Sharpe Ratio
1.08
Risk-Adjusted
Downside Capture
65%
Capital Preservation
*Composite performance, net of fees. Past performance does not guarantee future results.
Risk First. Returns Second.
True stewardship isn't about chasing the highest return in a bull market. It's about the asymmetry of returns—capturing the upside while rigorously defending capital during volatility.
Our GIPS® compliant track record demonstrates a consistent focus on risk-adjusted returns through information advantage and structural discipline, rather than leverage.
GIPS Verified Firm
Independent verification since 2003
"Volatility is the price of admission for growth, but permanent loss of capital is a failure of management. We distinguish between the two every single day."
Strategy Performance
Net of fees returns as of December 31, 2025.
| Strategy | Inception | AUM | 1 Year | 3 Year | 5 Year | Inception | Vol (3Y) | Documents |
|---|---|---|---|---|---|---|---|---|
| Multi-Strategy Flagship | 1998 | $4.8B | +9.4% | +8.1% | +9.2% | +9.2% | 6.8% | Factsheet |
| Global Equity Select | 2003 | $5.2B | +14.2% | +9.8% | +12.4% | +11.2% | 14.5% | Factsheet |
| Core Bond Plus | 2005 | $2.1B | +5.1% | +4.8% | +5.8% | +5.4% | 3.2% | Factsheet |
| Private Credit Fund | 2015 | $1.4B | +9.2% | +9.4% | +9.6% | +9.3% | 2.1% | Factsheet |
| Real Assets Portfolio | 2010 | $1.8B | +6.8% | +7.1% | +7.2% | +7.5% | 8.3% | Factsheet |
| Sustainable Growth | 2018 | $762M | +16.4% | +10.2% | +10.8% | +10.5% | 15.8% | Factsheet |
| International Value | 2008 | $890M | +8.6% | +7.2% | +8.4% | +8.1% | 12.4% | Factsheet |
| Short Duration | 2005 | $645M | +4.8% | +3.9% | +4.2% | +4.1% | 1.2% | Factsheet |
| Opportunistic Equity | 2014 | $420M | +18.2% | +12.4% | +15.2% | +13.8% | 18.6% | Factsheet |
| Digital Assets | 2017 | $215M | +58.4% | +32.1% | +20.5% | +18.2% | 64.2% | Factsheet |
The Power of Consistency
Hypothetical growth of $1,000,000 invested at inception (1998) in our Multi-Strategy Flagship vs. the Global 60/40 Benchmark. Our downside protection protects compounding.
Pembrium Partners Flagship
$10,452,102
Global 60/40
$6,210,440
Dec 31, 2025
$10.45M
+12.4% YTD
Performance During Downturns
Our defensive positioning and active risk management have helped protect capital during critical periods of market stress.
35% Less Drawdown
44% Less Drawdown
33% Less Drawdown
Proprietary Risk Engine
Our "Sentinel" risk system monitors 4,000+ portfolio parameters in real-time, stress-testing against historical crises.
Pembrium Partners Standards.
Performance is meaningless without integrity. We maintain the highest standards of regulatory compliance and operational robustness.
SEC Registered
Regulated as an Investment Adviser under the Investment Advisers Act of 1940.
Audited Financials
Annual audits conducted by Deloitte. SOC 2 Type II certified operations.
Fiduciary Duty
We are legally bound to act in your best interest. No hidden commissions. No third-party payments.
Important Disclosures
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted.
Performance results are presented on a time-weighted, total return basis including the reinvestment of dividends and other earnings. Returns are calculated net of management fees but gross of any applicable performance fees. Individual client returns will vary depending on timing of cash flows, fee arrangements, and other factors. The benchmark indices shown are for informational purposes only and are not intended to imply that any strategy will achieve similar results. Indices are unmanaged and cannot be invested in directly. Index returns do not reflect fees, expenses, or other costs.
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