Bandera Partners

RIASEC RegisteredEst. 2012
Total AUM
$244M
Discretionary
$244M
100% of AUM
Avg account
$81.4M
Accounts
3
Employees
6
Advisory reps
6

Firm details

Headquarters
Brooklynn, New York
CRD number
161230
Registered since
March 8, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bandera Partners is organized as an LLC and operates as a hedge-fund–style advisor focused on institutional clients. The firm is SEC-registered (since 2012) and is structured to serve pooled vehicles: it functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Ownership is reported as an individual owner, and the firm lists affiliations that include acting as sponsor, general partner, or managing member of pooled vehicles. Fee arrangements combine a percentage-of-AUM management fee with performance-based compensation, consistent with hedge fund economics. Bandera Partners does not identify itself as an active ESG investor and is not designated a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

3 of 3
  • Robert Beers

    Chief Financial OfficerCRD 872648

  • Madeline Hedges

    Chief Compliance OfficerCRD 5159813

  • Hugh Bush

    COOCRD 2100196

Contacts

3 of 3
  • Jefferson Gramm

    Jefferson Gramm

    Portfolio ManagerCRD 5071027

  • Natalie Banas

    Managing DirectorCRD 6028698

  • Gregory Bylinsky

    OwnerCRD 4670573

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

Brooklynn, NY

Kings

Location

Brooklynn, NY

Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Kings
Address
138 Atlantic Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth