Pingora Partners LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 148262
- Registered since
- June 20, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.63%
- Corporations / Businesses5.42%
- Pension & Profit Sharing Plans4.52%
- Charitable Organizations1.3%
- Individuals0.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pingora Partners LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2024. The firm serves both individual and family clients as well as institutional clients and delivers portfolio management for individuals and small businesses. Ownership is listed as individual, and its fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multi-state adviser or pension consultant.
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 Equities79%
- Cash & Cash Equivalents16%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Keith Ohnmeis
Owner, Investment Advisor RepresentativeCRD 1451807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$2.3M in ETFs
100%
$2.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $887K | 17,960 | 39.41% |
Location
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
- 200 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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