P
CRD: 148262
Pingora Partners LLC
Dallas, TX, 75201
3077398686
$199.4M Total AUM
$199.4M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2009
- Office Locations
- 1
Office Locations
PO BOX 1250 Wilson WY
About Pingora Partners LLC
Pingora Partners LLC is a Dallas-based RIA. The firm has been operating for 16 years. Managing $199.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$199.4M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
17 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Catalyst horizon North momentum Horizon value
Client Personas
Harbor
Investment Themes
Harbor element Radial momentum
Investment Vehicles
Oak Vertex vertex
Services
Insight beacon Legacy oak
Owner & Executives
KEITH BRYAN OHNMEIS
Chief Compliance Officer, Managing Member
- CRD
- #1451807
- Ownership
- 75% or more
(591) 662-2119
peak.optima@pioneercapital.com
in linkedin.com/in/optima-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,381,449 | $6,230,670 |
| Non-Discretionary | $0 | -- |
| Total | $199,381,449 | $6,230,670 |
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Separately Managed Accounts
Total SMA Asset: $199,381,449
Equity - Exchange:
5.7% Cash:
23.5% Corporate - Investment Grade:
22.9% Corporate - Non-Investment Grade:
6.8% Derivatives:
17.8% Equity - OTC:
11.9% U.S. Government/Agency:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $185,451,300 | 5.7% |
| Cash | $764,579,922 | 23.5% |
| Corporate - Investment Grade | $745,058,732 | 22.9% |
| Corporate - Non-Investment Grade | $221,240,148 | 6.8% |
| Derivatives | $579,128,622 | 17.8% |
| Equity - OTC | $387,170,258 | 11.9% |
| U.S. Government/Agency | $370,902,600 | 11.4% |
| Total | $3,253,531,582 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER MOMENTUM BRIDGE | FRONTIER HARBOR | 440PNLGP3 | MHXEM | 7.33% | $79,415,279 |
| ATLAS BRIDGE MERIDIAN | ELEMENT PIONEER | JJXSTZV9W | PME | 2.15% | $46,007,996 |
| PRIME CREST WAVE | MATRIX QUANTUM | 9XZNW2TBT | OLT | 6.58% | $100,051,018 |
| CREST WAVE HARBOR | FUSION VECTOR | UA0RZVXKA | TOIR | 3.24% | $48,360,472 |
| DELTA NORTH CAPITAL | SIGNAL CREST | YRQC8L63C | OYL | 1.25% | $72,043,538 |
| INSIGHT HORIZON DELTA | EMBER SIGNAL | KG8RSHGJG | KQG | 1.20% | $48,263,478 |
| GLACIER RIDGE BEACON | DELTA EAGLE | CK6U8CR4V | JUNAB | 6.97% | $89,337,819 |
| LEGACY UNISON | RIDGE MOMENTUM | 8RMBDBRZB | ZKUZ | 9.78% | $60,191,413 |