ANDORRA CAPITAL
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 127045
- Website
- andorracapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles84.3%
- HNWI14.81%
- Individuals0.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Andorra Capital is a privately held limited liability company that provides discretionary portfolio management for individuals, small businesses and pooled investment vehicles. The firm charges fees as a percentage of assets under management and reports an institutional client focus. Its ADV indicates the firm is not an active ESG investor and is not registered as a multi-state adviser, yet it operates multiple office locations. Investment activity is centered on liquid equity exposures — the firm shows a clear preference for exchange-traded equities — while also managing at least one pooled vehicle where it acts in sponsor/GP or managing-member roles. Andorra Capital uses external managers for select alternative strategies and supplements core equity allocations with mutual funds and annuities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 5SCOTT SANDELL
Founder & PrincipalCRD 5492030
DAVID NEYER
IARCRD 2685921
KENNETH BEUKENHORST
OwnerCRD 4835783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 706 N 129th St
- Time zone
- CT (UTC-6)
- Office locations
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