Lendistry Capital Partners, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 343142
- Registered since
- August 24, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lendistry Capital Partners, LLC operates as an institutional registered investment adviser, registering with the SEC in 2026. The firm’s stated advisory focus is portfolio management for pooled investment vehicles, and it functions in sponsoring and managing pooled vehicles as an insurance company/sponsor, general partner, and managing member. Its client base is institutional, and its fee model combines a percentage-of-AUM charge with performance-based fees. The firm is not identified as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Collin Whitten
Chief Compliance OfficerCRD 7819921
Everett Sands
CEOCRD 8294808
Contacts
3 of 3Clark Wen
CRD 8294805
Kristopher Walter
TreasurerCRD 8304290
Kyle Funn
General CounselCRD 8305049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 767 S Alameda St
- Time zone
- PT (UTC-8)
- Office locations
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