PENDER CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$661M
Discretionary
$661M
100% of AUM
Avg account
$331M
Accounts
2
Employees
14
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
281448
Registered since
June 15, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Investment Companies88.66%
  • Pooled Investment Vehicles11.34%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pender Capital Management, LLC is an SEC-registered investment adviser formed as a limited liability company and registered in 2018. The firm is classified as a real estate fund manager and focuses on institutional clients. Its advisory work centers on portfolio management for investment companies and for pooled investment vehicles; it also serves in sponsor and general partner roles for pooled real estate investments. Pender reports ownership split between a domestic entity and individuals, and it is not classified as a capital allocator or an active ESG investor. Fee arrangements include percentage-of-assets and performance-based components, supplemented by other fee structures.

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
  • Cory Johnson

    Co-Founder & CEOCRD 6591230

  • Jason Aro

    Chief Compliance OfficerCRD 7501391

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth