VENDERA MANAGEMENT HOLDINGS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$603M
Discretionary
$603M
100% of AUM
Avg account
$54.8M
Accounts
11
Employees
28
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
175116
Registered since
May 10, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vendera Management Holdings, LLC is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles. The firm operates with an institutional client focus and serves as a sponsor/manager structure for the vehicles it advises — acting in roles such as GP, managing member, and CPO/CTA where applicable. Its compensation model combines asset-based fees with performance-based fees, indicating an emphasis on active management and alignment of incentives with fund performance. Vendera is not positioned as an ESG investor and is not identified as a multi-state adviser or pension consultant.

Assets & Accounts

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
  • Collin Lensing

    Chief Operating Officer, General Counsel & Chief Compliance OfficerCRD 6919305

  • ANDERSON BROOKSHIRE

    Founder and Chief Executive OfficerCRD 6451851

  • Jeffrey Hawes

    Chief Financial OfficerCRD 6703868

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

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
5949 Sherry Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth