BANDERA PARTNERS
BANDERA PARTNERS LLC Legal Name
Adviser information for BANDERA PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 6 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 3 | $371.7M |
Non-Discretionary | 0 | $0 |
Total | 3 | $371.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 3 | $371.7M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 50 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
50 BROAD STREETSUITE 1820
NEW YORK
NY
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 212-232-0116, Fax: None
Websites
Chief Compliance Officer
MADELINE HEDGES
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel:
513 832 5467
M**************@*****************************M
(Full email address available in API data)
Regulatory Contact
ROBERT BEERS
CHIEF FINANCIAL OFFICER
50 BROAD STREET
SUITE 1820
NEW YORK
NY
United States
Tel:
917 951 3364
R*****@******************M
(Full email address available in API data)
Industry Affiliates
BANDERA PARTNERS MANAGEMENT LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
GALLATIN CAPITAL LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
BANDERA MASTER FUND L.P. | Hedge Fund | $367.5M | $0.3M | 35 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BYLINSKY, GREGORY, EUGENE | Individual | – | MANAGING PARTNER | 11/2006 | 25-50% |
GRAMM, JEFFERSON, PHILIP | Individual | – | MANAGING PARTNER | 11/2006 | 25-50% |
BANAS, NATALIE, JEANNE | Individual | – | MANAGING DIRECTOR | 11/2006 | < 5% |
BEERS, ROBERT, EDWARD | Individual | – | CHIEF FINANCIAL OFFICER | 06/2011 | < 5% |
HEDGES, MADELINE, ELAINE | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2019 | < 5% |
BUSH, HUGH, LAWRENCE | Individual | – | CHIEF OPERATING OFFICER | 01/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AIRSCULPT TECHNOLOGIES INC | COM | 677K | 169K | 1,2 |
ALPHABET INC | CAP STK CL A | 21M | 116K | 1,2 |
AMERESCO INC | CL A | 9M | 326K | 1,2 |
AMKOR TECHNOLOGY INC | COM | 12M | 305K | 1,2 |
BIOTE CORP | CLASS A COM | 18M | 2M | 1,2 |
BURFORD CAP LTD | ORD SHS | 23M | 2M | 1,2 |
CHESAPEAKE ENERGY CORP | COM | 8M | 95K | 1,2 |
DYADIC INTL INC DEL | COM | 2M | 2M | 1,2 |
HIREQUEST INC | COM | 3M | 252K | 1,2 |
JOINT CORP | COM | 55M | 4M | 1,2 |
MACYS INC | COM | 26M | 1M | 1,2 |
MATCH GROUP INC NEW | COM | 18M | 595K | 1,2 |
NELNET INC | CL A | 13M | 127K | 1,2 |
POWERFLEET INC | COM | 9M | 2M | 1,2 |
RUBICON TECHNOLOGIES INC | CL A | 94K | 128K | 1,2 |
SKYWEST INC | COM | 7M | 88K | 1,2 |
STAR GROUP L P | UNIT LTD PARTNR | 37M | 3M | 1,2 |
TANDY LEATHER FACTORY INC | COM | 13M | 3M | 1,2 |
WHEELER REAL ESTATE INVT TR | COM | 315K | 20K | 1,2 |