Erenda Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,149,351
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$514,935
About
Erenda Capital Management is a solo-registered investment adviser that provides discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, estates and small business entities. The firm manages a very small number of client accounts with roughly $2.5 million in regulatory assets under management and does not take custody of client assets.
The firm follows a value-oriented, deep-value investment process and offers two prototype strategies — an Enduring Value Portfolio focused on identifying securities trading below intrinsic value, and a Dynamic Income Portfolio that seeks above‑average yield from corporate securities. Portfolios are typically concentrated (roughly 15–30 positions) and may include U.S. and non-U.S. equities, fixed income, preferreds, higher‑yield and distressed debt, ETFs, and short-term instruments while excluding mutual funds, commodities, margin and leverage.
Noteworthy differences from many peers include the adviser’s background in law, private equity and professional asset valuation, the provision of financial planning at no additional charge, and negotiable percentage-of-AUM fees. Operationally, the firm executes trades on a per-client account basis (no aggregated batching across clients), which reflects its very small client base and individualized account handling.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Income planning
Fee options
$0 - $3,000,000: 0.80% $3,000,000 - $6,000,000: 0.60% $6,000,000+: 0.50%
Account minimum: $100,000, may be waived at Advisor's discretion
Main office location
Erenda Capital
Glendale WI, United States
Number of offices
1
Most active in
Erenda Capital has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")