Lendistry Capital Partners, LLC

RIASEC RegisteredEst. 2026
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 is organized as a limited liability company that operates as a private equity fund manager. The firm is SEC registered (2026) and targets institutional clients, providing portfolio management for pooled investment vehicles. It typically serves as a sponsor and general partner, and also acts as a managing member of the pooled vehicles it oversees. The firm charges both a percentage-of-AUM fee and performance-based fees and does not present itself as a capital allocator. Lendistry Capital Partners is not identified as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

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

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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

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