Pingora Partners LLC

Pingora Partners provides discretionary, customized asset management to individuals and high‑net‑worth clients, and also serves trusts, charitable organizations, pension and profit‑sharing plans, and corporate or business clients. The firm additionally offers consulting services to a private equity fund, including deal flow review, fund development support, and strategic guidance.

Portfolios are managed individually with continuous supervision and periodic (at least quarterly) reviews, and may include cash, individual equities and bonds, ETFs, mutual funds, options and private investments. The firm employs active strategies such as concentrated positions, short‑term trading, option writing and the use of margin and borrowing within separately managed accounts, and it may use derivatives and participate in private equity and PIPE transactions where suitable.

Compared with many peers, Pingora manages a multi‑hundred‑million dollar asset base across a relatively modest number of client relationships, which supports more bespoke allocations to less liquid and complex investments. Its documented use of borrowing and derivatives in separately managed accounts, its client mix that includes charitable, corporate and retirement‑plan clients, and a firm principal’s role on the investment advisory committee of an affiliated private equity manager are notable operational features the firm discloses and manages.