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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-1999
- Office Locations
- 1
Office Locations
About Portfolio Advisory Group, Inc.
Private markets manager offering middle-market private equity, credit, and commercial real estate strategies. Private equity platform provides a single entry point to direct, secondary, and primary investments across buyout, venture, growth equity, and special situations. Credit invests across the capital structure of private U.S. middle-market companies with emphasis on capital preservation. Real estate provides debt and equity solutions backed by 20+ years of sourcing relationships.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DANIEL THOMAS SENDI
Director, Vice President
- CRD
- #2273282
- Ownership
- 50% but less than 75%
DAVID ALLEN SENDI
Chief Compliance Officer, Custodian, President
- CRD
- #2215135
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,994,254 | $647,695 |
| Non-Discretionary | $1,839,698 | $459,925 |
| Total | $115,833,952 | $643,522 |
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Separately Managed Accounts
Total SMA Asset: $115,833,952
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,301,538,852 | 29.3% |
| U.S. Government/Agency | $958,319,932 | 12.2% |
| Corporate - Investment Grade | $1,704,552,665 | 21.7% |
| Cash | $1,319,653,676 | 16.8% |
| Municipal Bonds | $1,571,016,281 | 20.0% |
| Total | $7,855,081,406 | 100.0% |