Erenda Capital

Erenda Capital provides discretionary and non‑discretionary portfolio management and financial planning to individuals, trusts, estates and business entities, tailoring services to each client's objectives and timelines. The firm requires a $500,000 minimum to open an advisory relationship (waivable in certain circumstances) and states that financial planning is offered at no additional charge.

The firm pursues a proprietary, value‑oriented equity selection methodology, typically building concentrated portfolios of about 15–30 individual companies and generally favoring long‑term investments while permitting short‑term trades when appropriate. Portfolios are implemented within one of three allocation profiles — equity‑only, blended equity‑heavy (generally 80–90% equities), or bond‑heavy (minimum 60% fixed income) — and the adviser limits managed instruments to equities, fixed‑income securities and ETFs (excluding mutual funds, commodities, margin trading and leverage).

Distinctive features noted in the brochure include per‑client execution (the firm does not aggregate trades across clients) and that the adviser does not take custody of client assets. The firm’s manager has a background in law, private equity and asset valuation, including co‑founding a farmland private equity business, which the brochure identifies as part of the firm’s investment and valuation focus.