Bender Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management primarily to pooled vehicles, institutional accounts and separately managed accounts, focusing on U.S. public securities and related instruments such as covered-call options and ETFs. Founded in 2024, it is newly formed and currently reports no assets under management, and it is compensated primarily through percentage-of-AUM management fees, a common industry practice.
The investment approach is quantamental, combining fundamental research with proprietary algorithmic trading models to generate discretionary long-equity positions with a stated emphasis on biotech equities. Portfolios are implemented in accordance with client questionnaires and one-on-one discussions to align investments with each client’s objectives and risk tolerances, and the adviser may concentrate holdings in a relatively small number of positions.
A principal of the firm is registered with a broker‑dealer, an affiliation that is relatively uncommon for managers in this category and may give rise to additional regulatory and affiliation considerations. The firm’s profile also reflects a cross-disciplinary orientation—linking biomedical engineering and investment-banking experience—and a heavy reliance on proprietary models and third‑party software, which are notable drivers of its biotech-focused strategy and of its operational and model-dependence risks.
Client services
Expertise
Occupation focus
Fee options
20% of profits annually, subject to Hurdle Rate of 8% per annum and High Water Mark
Account minimum: $25,000
Main office
245 W 135th Street
New York NY 10174
Advisors at this office
1
Most active in
New York
Disclosures
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Business activities & affiliations
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Lawyer
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Other specialized services
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