Pondera Holdings LLC

RIASEC Registered
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 LLC-structured investment adviser that customizes portfolio management for pooled investment vehicles and serves institutional investors. The firm is organized around private equity strategies and operates in sponsor/GP and manager roles for closed-end vehicles. Its fees include performance-based compensation alongside other arrangements, and it does not position itself as a broad capital allocator or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Scott Casto

    PartnerCRD 1545008

  • Jan-dirk Lueders

    Jan-dirk Lueders

    PartnerCRD 5155821

  • Joseph Johnson

    Joseph Johnson

    PartnerCRD 7381643

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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