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PONDERA HOLDINGS LLC

CHICAGO, IL · CRD 315097 · IAPD ↗ · ponderaholdings.com · 312-930-9050

$563.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — PONDERA HOLDINGS LLC crossed $500M in regulatory AUM ($268.3M -> $595.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
August 2024 — PONDERA HOLDINGS LLC (CHICAGO, IL) is newly SEC-registered with $268.3M RAUM and 4 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.