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PINGORA PARTNERS LLC

DALLAS, TX · CRD 148262 · IAPD ↗ · 307-739-8686

$199.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2025 — PINGORA PARTNERS LLC reported RAUM up 37% ($135.7M -> $186.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2024 — PINGORA PARTNERS LLC (DALLAS, TX) is newly SEC-registered with $135.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.