PINGORA PARTNERS LLC

RIASEC RegisteredEst. 2024
Total AUM
$199M
Discretionary
$199M
100% of AUM
Avg account
$6.2M
Accounts
32
Employees
1
Advisory reps
1

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

FINTRX

Overview

Pingora Partners LLC is a small, SEC‑registered advisory firm that provides portfolio management services to individuals, families and select institutional clients. The firm charges both asset‑based fees and fixed fees and focuses on discretionary portfolio management for individuals and small businesses rather than acting as a capital allocator or pension consultant. Its client base is a mix of individual & family and institutional relationships. Regulatory and operating details in public filings show Pingora Partners LLC registered with the SEC in 2024, is organized as a limited liability company, and is owned by an individual. The firm does not identify as an active ESG investor, is not a multi‑state adviser in its filing, and does not report related‑adviser or pension consulting relationships.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 79%, Cash & Cash Equivalents 16%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%79%
  • Exchange Traded Equities79%
  • Cash & Cash Equivalents16%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • KEITH OHNMEIS

    Owner, Investment Advisor RepresentativeCRD 1451807

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$1.8M in ETFs

Passive

100%

$1.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI INDIA ETF (INDA)BlackRockPassiveIndia Equity$420K8,97023.11%

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
200 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth