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Erenda Capital

Erenda Capital. CRD 328252

E

CRD: 328252

Erenda Capital

Glendale, WI
5748702952
www.erendacapital.com
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Interactive Brokers · TD Ameritrade
Clients
Retail
Platforms
Peak peakSignal bridge +more
Established Date
09-12-2023
Office Locations
1

Office Locations

-- Glendale WI

About Erenda Capital

Erenda Capital is an independent, fiduciary investment advisor providing research-driven wealth management for individuals and families. The firm builds tailored, value-focused separately managed portfolios, using fundamental analysis to identify companies trading below intrinsic value and opportunities in uncrowded areas. Erenda emphasizes transparency with a flat management fee set below industry averages and does not sell insurance or other commissioned products. Based in Milwaukee, WI.

Team overview

-- AVG AGE
$6.0M AVG AUM / ADVISOR
$547.9K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

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Asset Classes

Legacy Momentum Catalyst fusion

Client Personas

Harbor matrix Element

Custodian

Eagle frontier Fusion Matrix Vector meridian Focus bridge Vector Prime Oak insight Vector momentum

Fund Managers

Capital alpha

Investment Themes

Peak oak Matrix Harbor

Investment Vehicles

Quantum crest

Platform

North

Services

Element capital Prime Alpha summit Catalyst Prime pioneer Pioneer Wave

Technology

Beacon Wave Legacy Element momentum Prime

Owner & Executives

M

Matthew Eric Buehler

Managing Member

CRD
#7803111
Ownership
75% or more
(720) 797-6618
atlas.wave@harborcapital.com
in linkedin.com/in/matrix-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,027,282 --
Non-Discretionary $0 --
Total $6,027,282 --

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Separately Managed Accounts

Total SMA Asset: $6,027,282

$6.0M Total SMA
Equity - Exchange:
22.9%
U.S. Government/Agency:
20.7%
Corporate - Investment Grade:
11.0%
Cash:
45.4%
Asset class Assets Assets %
Equity - Exchange $1,905,045,477 22.9%
U.S. Government/Agency $1,722,028,008 20.7%
Corporate - Investment Grade $915,087,347 11.0%
Cash $3,776,815,051 45.4%
Total $8,318,975,883 100.0%

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