Pingora Partners provides portfolio management for individuals and small businesses.
Pingora Partners reports 32 clients. They include 22 high-net-worth individuals, 4 individual clients, and 3 corporations and other businesses. Of its assets, 100.0% ($199M across 32 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 13% | <1% |
| High-net-worth individuals | 69% | 89% |
| Pension and profit-sharing plans | 3% | 5% |
| Charitable organizations | 6% | 1% |
| Corporations and other businesses | 9% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $241K | 0.1% | $60.3K |
| High-net-worth individuals | 22 | $177M | 88.6% | $8.03M |
| Pension and profit-sharing plans | Fewer than 5 | $9.02M | 4.5% | $9.02M |
| Charitable organizations | Fewer than 5 | $2.6M | 1.3% | $1.3M |
| Corporations and other businesses | Fewer than 5 | $10.8M | 5.4% | $3.6M |
| Total | 32 | $199M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $241K
- AUM share
- 0.1%
- Avg. per client
- $60.3K
- Clients
- 22
- Regulatory AUM
- $177M
- AUM share
- 88.6%
- Avg. per client
- $8.03M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.02M
- AUM share
- 4.5%
- Avg. per client
- $9.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.6M
- AUM share
- 1.3%
- Avg. per client
- $1.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.8M
- AUM share
- 5.4%
- Avg. per client
- $3.6M
Total
- Clients
- 32
- Regulatory AUM
- $199M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Pingora Partners charges up to 2.00% a year for its Asset Management. The fee is billed in arrears and requires an account of at least $500,000.
Fee details and sources
Keith Ohnmeis owns 75% or more of Pingora Partners. The leadership team of Pingora Partners includes Chief Compliance Officer Keith Ohnmeis. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Pingora Partners LLC
Keith Ohnmeis
Control person · since August 2008
Pingora Partners’ regulatory assets grew from $136M (May 2024) to $199M (March 2026); clients rose from 28 to 32 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $199M | 32 | 1 | 2 |
| Mar 2025March 2025 | $187M | 31 | 1 | 2 |
| May 2024May 2024 | $136M | 28 | 1 | 2 |
Besides its headquarters, Pingora Partners has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Texas · 1 listed address
- 200 Crescent Court, Suite 1300, DallasHQ
Contact and registration details
- Legal name
- Pingora Partners LLC
- Headquarters
- 200 Crescent Court, Suite 1300, Dallas, TX 75201
- Website
- Not reported
- Phone
- 307-739-8686
- SEC file
- 801-130523
- Structure
- Wyoming LLC
- Fiscal year end
- December
Pingora Partners’ named custodian for separately managed accounts is Charles Schwab ($197M). Pingora Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $197M100%
At year end, Pingora Partners’ separately managed accounts were mostly in stocks (80%) and cash (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $171M across 182 positions; the largest are Ftai Aviation Ltd (30.2%), Crescent Energy Company (6.5%) and Ftai Infrastructure Inc. (5.7%).
What the accounts hold
- Stocks80%
- Exchange-traded equities79%
- Non-exchange-traded equities1%
- Bonds3%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash16%
- Other1%
- Derivatives1%
How many clients does Pingora Partners have?
Pingora Partners has 32 clients and manages $199 million for them, as of March 2026. They include 22 high-net-worth individuals, 4 individual clients, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Pingora Partners offer?
Pingora Partners provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Pingora Partners charge?
Pingora Partners charges up to 2.00% a year for its Asset Management. The fee is billed in arrears and requires an account of at least $500,000.
Which custodians does Pingora Partners use?
Pingora Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $197M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Pingora Partners have?
Pingora Partners has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pingora Partners invest in?
At the end of its last fiscal year, Pingora Partners’ separately managed accounts held 79% exchange-traded equities, 16% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Pingora Partners have a minimum investment?
Yes, Pingora Partners’ minimum account size for its Asset Management is $500K.
Who owns Pingora Partners?
Pingora Partners’ direct owner is Keith Ohnmeis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Pingora Partners get paid?
Pingora Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pingora Partners?
Pingora Partners’ main office is at 200 Crescent Court, Suite 1300, Dallas, TX 75201. Its phone number is 307-739-8686.