Lendistry Capital Partners, LLC

RIASEC Registered
Total AUM
$213M
Discretionary
$213M
100% of AUM
Avg account
$42.7M
Accounts
5
Employees
9
Advisory reps
5

Firm details

Headquarters
Los Angeles, California
CRD number
343142
Registered since
August 24, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lendistry Capital Partners, LLC operates as an institutional registered investment adviser, registering with the SEC in 2026. The firm’s stated advisory focus is portfolio management for pooled investment vehicles, and it functions in sponsoring and managing pooled vehicles as an insurance company/sponsor, general partner, and managing member. Its client base is institutional, and its fee model combines a percentage-of-AUM charge with performance-based fees. The firm is not identified as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • Collin Whitten

    Chief Compliance OfficerCRD 7819921

  • Everett Sands

    CEOCRD 8294808

Contacts

3 of 3
  • Clark Wen

    CRD 8294805

  • Kristopher Walter

    TreasurerCRD 8304290

  • Kyle Funn

    General CounselCRD 8305049

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
767 S Alameda St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth