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Pension Research Institute Inc (Chapel Hill)


Pension Research Institute Inc is a large advisory firm based in Chapel Hill. It manages $205.9 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.

Pension Research Institute provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pension Research Institute: assets under management

The assets under management (AUM) of Pension Research Institute Inc is $205.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $205.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pension Research Institute Inc 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.

Based in Chapel Hill

The principal office where Pension Research Institute Inc performs its advisory services is located at 5900 Big Woods Road, Chapel Hill, NC 27514 The mailing address of the firm is Po Box 5190, Chapel Hill, NC 27514 5002. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-968-2977 or by fax 919-929-5760. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.


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