Pingora Partners LLC

Pingora Partners, LLC provides discretionary, customized asset management primarily for individual clients and also works with trusts, pension and profit-sharing plans, charitable organizations and corporate/business clients. The firm additionally offers consulting to a private equity manager, including deal-flow review and participation on the fund’s investment advisory committee.

Investment programs are tailored to each client and are monitored frequently; portfolios may include cash, individual equities and bonds (including non‑investment grade), ETFs, mutual funds, MLPs, options, private equity and PIPE investments. The firm employs active strategies that can include concentrated positions, short‑term trading, short sales, option writing and margin borrowing in separately managed accounts, and it generally manages accounts on a discretionary basis.

What is noteworthy relative to peers is the firm’s combination of a relatively small client base with substantial assets under management—roughly $199 million across about 26 clients—which supports highly customized mandates and direct fund advisory work. The documented use of borrowing in SMAs, derivatives and advanced option strategies, together with service to corporate, pension and charitable clients, is uncommon among independent advisers and introduces additional complexity and liquidity considerations.