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Our Clearing Partner: Pershing LLC


About Pershing

You want your business to achieve its maximum potential. That is why you need a partner who delivers maximum support—a partner like Pershing, committed to helping you grow your business without limits.


Pershing is the industry’s largest global business solutions provider, with more customers who clear with us than with any other firm. We offer unequaled experience built over seven decades of serving financial organizations of every size and business model.


You can gain confidence from our financial position. Pershing has $952 billion* in assets held in custody. Our parent company, BNY Mellon, has $25.8 trillion* in assets under custody and administration.


Pershing’s market leadership enables us to make an exceptional investment in your success. We offer state-of-the-art technology, a highly reliable and scalable infrastructure, and a host of innovative products and services to help you expand your offering.


We exclusively serve financial organizations, money managers, and registered investment advisers, with no retail lines of business to distract us, and no proprietary trading for our own book of business. Our success completely depends on yours.


Our story begins and ends with our people. Pershing invests in a high-touch, dedicated service model, and takes a consultative approach to helping you succeed. Our long associate tenures let you build lasting relationships with experienced professionals who know your business.

Global Reach

We are the industry’s largest global outsourcing provider, serving more than 300 international financial organizations and doing business in more than 60 markets. Turn to us for a one-stop, full-service global solution with integrated, multi-currency clearing and execution, plus a full range of global resources.

Do Something Special

It's time for you to put your money to work. Our trusted and successful financial advisors will inform and support you every step of they way.


Contact an advisor to learn how professionally managed financials may help diversify your investments.

Michael Erbaio - Executive Vice President - Krause Capital

Michael Erbaio

Executive Vice President

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Phillip Krause - President, CEO

Phillip M. Krause

Principal of Krause Capital, Inc.

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