A complete list of active advisors currently associated with Bender Capital Management, LLC

Warmer can help you find a great advisor at Bender Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bender Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.