SourcingSourcing

PINGORA PARTNERS LLC

A72
CRD 148262·SEC 801-130523·DALLAS, TX
AUM
$199.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$598K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINGORA PARTNERS LLC
CRD
148262
SEC file #
801-130523
EIN
830326872
DBA names
—

Economics

AUM
$199.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$117.1M → $199.4M▲ +70%
Client mix
Individuals High Net Worth22
Individuals Other4
Corporations3
Charitable Organizations2
Pension Profit Sharing Plans1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OHNMEIS, KEITH, BRYAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OHNMEIS, KEITH, BRYAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002011176
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-02-12
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002011176-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
PO BOX 1250WILSON, WY 83014
Business
PO BOX 1250WILSON, WY 83014
Edgar EIN
830326872
Edgar Recent Filings
13F-HR2026-05-15 · 0002011176-26-000002
13F-HR2026-02-13 · 0002011176-26-000001
Firm Has Custody
No
Mailing Office Differs
Yes
Top Owner CRD
1451807
Trust Company Affiliate
No

People (1)

1
OHNMEIS, KEITH, BRYAN
IAR · Direct Owner · 87.5%
1451807