ENDURANCE CAPITAL PARTNERS, LLC

RIASEC Registered
Total AUM
$139K
Discretionary
$139K
100% of AUM
Avg account
$139K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
PALO ALTO, California
CRD number
171895
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Endurance Capital Partners, LLC is a small, privately owned investment manager structured as a limited liability company that focuses on managing pooled alternative investment vehicles for institutional clients. The firm is classified as both a hedge fund and a private equity fund manager and provides portfolio management for its pooled products. Its compensation model combines a percentage-of-assets fee with performance-based fees, consistent with an alternatives-oriented manager. The adviser is not positioned as an ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or a related adviser. The firm’s activities are narrowly concentrated on managing pooled vehicles rather than providing broad retail wealth-management services.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • DAVID READERMAN

    Managing MemberCRD 721068

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
228 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth