PONDERA HOLDINGS LLC

RIASEC RegisteredEst. 2024
Total AUM
$564M
Discretionary
$564M
100% of AUM
Avg account
$70.5M
Accounts
8
Employees
5
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
315097
Registered since
July 29, 2024
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pondera Holdings LLC is an SEC-registered limited liability company (registered in 2024) that operates as a private equity fund manager focused on institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it also appears as a sponsor/GP/managing member of pooled vehicles and has affiliations consistent with other investment adviser, CPO/CTA-type roles. Fee arrangements include performance-based fees alongside other fee structures, reflecting a carry-oriented private fund model rather than a traditional AUM-only advisory business. The firm does not identify as an active ESG investor and is not reported as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PATRICK PELTZ

    CFO & CCOCRD 8065233

Contacts

3 of 4
  • SCOTT CASTO

    PartnerCRD 1545008

  • JAN-DIRK LUEDERS

    PartnerCRD 5155821

  • Joseph Johnson

    PartnerCRD 7381643

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
156 N Jefferson St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth