ENDEAVOR CATALYST

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
171738
Registered since
March 29, 2018

Firm profile

FINTRX

Overview

Endeavor Catalyst is a limited liability company that registered with the SEC in 2018 and operates primarily as a sponsor and managing member of pooled investment vehicles. The firm identifies itself as an adviser/sponsor and general partner rather than a traditional capital allocator to retail advisory accounts. Regulatory and business attributes in the snapshot indicate it is not a multi-state adviser, not an active ESG investor, and does not present itself as a pension consultant or related adviser. Ownership is described as coming from domestic entities and individuals.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • LINDA ROTTENBERG

    Co-Founder & CEOCRD 6349090

  • MARGARITA CHAVEZ

    Chief Financial OfficerCRD 7244140

Contacts

2 of 2
  • JACLYN CARMEL

    Managing DirectorCRD 5583752

  • ALLEN TAYLOR

    Managing PartnerCRD 6349438

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
28 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth