Pingora Partners is an investment advisory firm based in Dallas, Texas, founded and owned by Keith Ohnmeis. Pingora Partners specializes in building personalized investment portfolios tailored to each client's specific needs, risk tolerance, and long-term goals. The firm uses fundamental analysis and a wide range of investment strategies, including long-term and short-term holdings, options, concentrated positions, margin, and private equity. Portfolios typically include individual stocks and bonds, mutual funds, exchange-traded funds, cash equivalents, and other public or private securities. Pingora Partners requires clients to hold their assets with a qualified custodian, primarily Charles Schwab & Co., Inc. In addition to managing client portfolios, Pingora Partners provides consulting services to private equity funds.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged up to 2.00% annually, billed quarterly in arrears.