Lendistry Capital Partners, LLC

RIASEC RegisteredEst. 2026
Total AUM
$213M
Discretionary
$213M
100% of AUM
Avg account
$42.7M
Accounts
5
Employees
9
Advisory reps
5

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

FINTRX

Overview

Lendistry Capital Partners, LLC is an institutional-focused investment manager that operates as a sponsor/GP and managing member of pooled investment vehicles. The firm structures fees as a percentage of assets under management with the potential for performance-based compensation. It does not characterize itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant. Ownership is listed as a domestic entity and individual combination, and the firm is not classified under a specific advisor subtype in the available data. Industry affiliations indicate roles tied to insurance company sponsorship as well as general partner and managing-member responsibilities for pooled funds. The firm does not present itself as a capital allocator in the dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Collin Whitten

    Chief Compliance OfficerCRD 7819921

  • Everett Sands

    CEOCRD 8294808

Contacts

3 of 3
  • Clark Wen

    CRD 8294805

  • Kristopher Walter

    TreasurerCRD 8304290

  • Kyle Funn

    General CounselCRD 8305049

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth