Pendlebury Hall Advisors
Pendlebury Hall Advisors is a Seattle-based boutique capital advisory firm serving private market fund managers and institutional LPs with primary capital raises, distribution strategy, marketplace intelligence, and secondary advisory services, monetizing through customized professional services and transaction fees.
- Company typePrivate
- Founded-
- HeadquartersSeattle, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Pendlebury Hall Advisors does
Pendlebury Hall Advisors, LLC is a privately held, Washington-state-registered boutique capital advisory firm founded and led by Troy Saharic (former senior leader at Mercer Investments and NEPC) with operational roots in Seattle and a securities-distribution footprint via Finalis Securities LLC in New York. The firm serves private market fund managers (GPs) and institutional limited partners (LPs) — including endowments, foundations, family offices, RIAs, and private wealth platforms — across two core service lines. Primary Advisory covers capital raises via three servicing models (in-sourced strategic coaching, co-sourced extension of client team, and fully outsourced fundraising), distribution strategy, marketplace intelligence, and ongoing client engagement. Secondary Advisory oversees secondary sales process management (strategy, outreach, negotiation, closing) and valuation monitoring for clients seeking liquidity from private market fund interests.
The firm monetizes through professional services and transaction-based fees on advisory and fund placement engagements; pricing is fully customized and not publicly disclosed. Operating capacity is currently three named team members (Founding Partner Troy Saharic, Director Kyle Madison added in July 2025, and Marketing Coordinator Allie Saharic added in 2025), with a content-led go-to-market engine anchored by an Education Hub (Secondaries 101, Trends, Tools) and regular market insights publications spanning 2024-2025. Securities activities route through affiliated Pendlebury Hall Securities, LLC and broker-dealer partner Finalis Securities LLC (FINRA/SIPC). The team claims a tracked transaction history of US$20Bn+ in deal volume and 100+ secondary transactions, reflecting in part the principals' prior careers.
There is no proprietary technology platform, no disclosed AI tooling, and no external institutional funding; growth is driven by senior-talent hiring, content thought leadership, and the broadening of service models rather than by software or scale economics. The investment profile is therefore that of an early-stage relationship-led advisory franchise rather than a tech-enabled intermediary.
Pendlebury Hall Advisors firmographics
Firmographics- Name
- Pendlebury Hall Advisors
- Legal name
- Pendlebury Hall Advisors, LLC
- Website
- https://pendleburyhalladvisors.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Pendlebury Hall Advisors is a Seattle-based boutique capital advisory firm serving private market fund managers and institutional LPs with primary capital raises, distribution strategy, marketplace intelligence, and secondary advisory services, monetizing through customized professional services and transaction fees.
- Ownership category
- akta.pro rank
Pendlebury Hall Advisors industry classification
Industry- Product category
- Capital Advisory Services
- NAICS
- Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)
- akta.pro secondary industries
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Secondary Offerings & Share Sales (Secondary Placements) (FSACAAAG), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
Keywords
Where Pendlebury Hall Advisors is headquartered
LocationHeadquarters
- HQ city
- Seattle
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Pendlebury Hall Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Capital Advisory Services: Boutique advisory firm providing capital advisory and secondary sale services for private market funds. Revenue generated through advisory fees for fund placement, distribution strategy, marketplace intelligence, and client servicing engagements.
- Secondary Advisory Services: Oversees secondary sales process including strategy, outreach, negotiations, and closings. Provides valuation monitoring services for clients selling interests in private market funds.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Pendlebury Hall Advisors product offering
Product offeringCore offering
Pendlebury Hall Advisors is a boutique capital advisory firm providing primary and secondary advisory services to private market fund clients. Primary Advisory encompasses capital raises (across In-sourced, Co-sourced, and Fully Outsourced servicing models), distribution strategy, marketplace intelligence, and ongoing client engagement. Secondary Advisory manages the full secondary sales process including strategy, outreach, negotiations, closings, and valuation monitoring for investors seeking liquidity in private market fund interests.
Product overview
Pendlebury Hall Advisors is a boutique capital advisory firm offering two core service lines: Primary Advisory Services and Secondary Advisory Services. Primary Advisory encompasses Capital Raises (with In-sourced, Co-sourced, and Fully Outsourced models), Distribution Strategy, Marketplace Intelligence, and Ongoing Client Engagement & Servicing. Secondary Advisory Services focus on secondary sales and valuation monitoring for private market fund interests. The firm also provides an Education Hub containing Secondaries 101 educational content, Trends/Market Insights reports, and Tools resources. All services are tailored to private market fund clients seeking capital formation or liquidity solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Primary Advisory Services Capital advisory services including capital raises, distribution strategy, marketplace intelligence, and ongoing client engagement and servicing for private market fund clients seeking primary capital formation. Targeted at investment management firms and GP managers.
- Secondary Advisory Services Secondary advisory solutions for clients aiming to sell their interests in private market funds, including secondary sales strategy, outreach, negotiations, closings, and valuation monitoring. Backed by US$20Bn+ in transaction volume and 100+ completed secondary transactions. Targeted at institutional investors, LPs, family offices, and RIAs seeking liquidity from illiquid private market assets.
- Capital Raises (In-sourced, Co-sourced, Fully Outsourced) Three servicing models for capital formation: In-sourced (strategic coaching), Co-sourced (extension of client team using client branding), and Fully Outsourced (comprehensive capital raising across all LP distribution channels including endowments, foundations, OCIOs, regional private wealth firms, and private wealth platforms).
- Distribution Strategy Stakeholder alignment and distribution strategy development including unified vision definition, targeted channel identification, and fundraising process optimization for private market fund managers.
- Marketplace Intelligence Consulting services providing comprehensive understanding of trends with institutional and private wealth investors for better decision-making across private equity, private credit, hedge funds, private real estate, and infrastructure investments.
- Ongoing Client Engagement & Servicing Long-term strategic relationship development with LPs including management consulting, due diligence and search services for shareholder management, and outsourced investor relations engagements.
Quantifiable outcome
- US$20Bn+ in transaction volume and 100+ secondary transactions completed
Companies that use Pendlebury Hall Advisors
Customer profileSegments4 records
Ideal customer profiles4 records
Pendlebury Hall Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pendlebury Hall Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Finalis Securities LLCcoreSecurities offered through Finalis Securities LLC Member FINRA/SIPC. Finalis is the broker-dealer partner providing securities distribution and regulatory oversight for Pendlebury Hall Advisors' capital advisory services.
- Pendlebury Hall Securities, LLCcoreAffiliated entity under common ownership. Pendlebury Hall Advisors, LLC and Pendlebury Hall Securities, LLC provide capital advisory and investment banking services. Pendlebury Hall Securities LLC is not a registered broker-dealer.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Pendlebury Hall Advisors competitors and assessment
Company assessmentDirect peers
- Campbell Lutyens: Campbell Lutyens is a specialist advisor focused on private market fund placement and secondary advisory, with deep secondary market expertise directly comparable to Pendlebury Hall's Secondary Advisory Services practice.
- Eaton Partners: Eaton Partners is a boutique private fund placement firm that raises capital for alternative investment managers and provides secondary advisory, making it the closest direct competitor to Pendlebury Hall's dual primary/secondary advisory model.
- W Capital Partners: W Capital Partners is a boutique secondary advisor and private fund placement firm that provides secondary market liquidity solutions and primary capital raising, directly comparable to Pendlebury Hall's secondary advisory and fund placement services.
- Monument Group: Monument Group is a specialist private fund placement firm advising alternative investment managers on capital raising, with a comparable boutique positioning and similar GP/LP target market to Pendlebury Hall.
Broad incumbents
- Houlihan Lokey: Houlihan Lokey's Financial Advisory Services include a Private Funds Group that advises GPs on capital raising and provides secondary advisory, competing with Pendlebury Hall in placement and secondary advisory for mid-market and large managers.
- Jefferies: Jefferies' Private Capital Group provides capital raising and secondary advisory services to alternative investment managers, operating as a broad incumbent in the same placement advisory market that Pendlebury Hall targets.
- Park Hill (PJT Partners): Park Hill, the private fund placement group of PJT Partners, is one of the leading global placement agents for alternative investment managers. It competes with Pendlebury Hall across both primary fundraising and secondary advisory mandates at the larger end of the market.
- Lazard: Lazard's Financial Advisory business includes private fund placement and secondary advisory capabilities, competing with Pendlebury Hall for institutional capital formation mandates as part of a much broader investment banking franchise.
- Evercore: Evercore's Private Funds Group and Capital Solutions business provide primary capital raising and secondary advisory for alternative investment managers, representing a broader incumbent competitor in the same placement and secondary advisory space.
- Greenhill & Co. Greenhill provides private fund placement and secondary advisory services as part of its broader independent investment banking franchise, competing with Pendlebury Hall for mid-market alternative manager capital formation mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Pendlebury Hall Advisors social profiles
Digital presencePendlebury Hall Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pendlebury Hall Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Pendlebury Hall Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pendlebury Hall Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pendlebury Hall Advisors
What does Pendlebury Hall Advisors do?
Pendlebury Hall Advisors is a boutique capital advisory firm providing primary and secondary advisory services to private market fund clients. Primary Advisory encompasses capital raises (across In-sourced, Co-sourced, and Fully Outsourced servicing models), distribution strategy, marketplace intelligence, and ongoing client engagement. Secondary Advisory manages the full secondary sales process including strategy, outreach, negotiations, closings, and valuation monitoring for investors seeking liquidity in private market fund interests.
Is Pendlebury Hall Advisors a public or private company?
Pendlebury Hall Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pendlebury Hall Advisors founded?
Pendlebury Hall Advisors was founded in -1. It employs 1 to 10 people.
Where is Pendlebury Hall Advisors based?
Pendlebury Hall Advisors is headquartered in Seattle, United States, in the North America region.
How does Pendlebury Hall Advisors make money?
Two revenue lines are on record. Capital Advisory Services are the primary driver. The others are secondary Advisory Services.
Who are Pendlebury Hall Advisors's main competitors?
Direct peers on record are Campbell Lutyens, Eaton Partners, W Capital Partners and Monument Group. Broad incumbents are Houlihan Lokey, Jefferies, Park Hill (PJT Partners), Lazard, Evercore and Greenhill & Co..
Does Pendlebury Hall Advisors have an API?
No public API is recorded for Pendlebury Hall Advisors.
What industry is Pendlebury Hall Advisors in?
Pendlebury Hall Advisors's product category is Capital Advisory Services. Its primary akta.pro industry code is BPAHADAG, Capital Raising Advisory (Debt/Equity/Private Capital), with a secondary code of BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital). Its NAICS code is 523150 and its SIC code is 6282.