PINGORA PARTNERS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 148262
- Registered since
- June 20, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.63%
- Corporations / Businesses5.42%
- Pension & Profit Sharing Plans4.52%
- Charitable Organizations1.3%
- Individuals0.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pingora Partners LLC is a small, SEC‑registered advisory firm that provides portfolio management services to individuals, families and select institutional clients. The firm charges both asset‑based fees and fixed fees and focuses on discretionary portfolio management for individuals and small businesses rather than acting as a capital allocator or pension consultant. Its client base is a mix of individual & family and institutional relationships. Regulatory and operating details in public filings show Pingora Partners LLC registered with the SEC in 2024, is organized as a limited liability company, and is owned by an individual. The firm does not identify as an active ESG investor, is not a multi‑state adviser in its filing, and does not report related‑adviser or pension consulting relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Cash & Cash Equivalents16%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1KEITH OHNMEIS
Owner, Investment Advisor RepresentativeCRD 1451807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$1.8M in ETFs
100%
$1.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $420K | 8,970 | 23.11% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 200 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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