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 institutional RIA organized as an LLC and first registered in 2016. The firm serves institutional clients and focuses on managing pooled investment vehicles rather than acting as a third‑party capital allocator. Its advisory activity centers on portfolio management for those pooled vehicles, and the firm also functions in sponsor/GP roles and as a CPO/CTA or managing member for investment vehicles it oversees. Fee arrangements include a percentage-of-AUM component alongside performance-based fees. The firm is not identified as an active ESG investor and is not described 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

3 of 3
  • Collin Lensing

    Collin Lensing

    Chief Operating Officer, General Counsel & Chief Compliance OfficerCRD 6919305

  • Anderson Brookshire

    Anderson Brookshire

    Founder and Chief Executive OfficerCRD 6451851

  • Jeffrey Hawes

    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