Enduring Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 150282
- Registered since
- March 24, 2021
- Website
- www.enduringinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI59.7%
- Pooled Investment Vehicles24.1%
- Individuals16.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Enduring Investments LLC is a New Jersey–registered limited liability company that operates as a hedge-fund-style advisor and commodity manager. The firm is organized and owned by an individual and functions as a sponsor/GP/managing member of pooled investment vehicles while also carrying out CPO/CTA activities. Its client mix combines individual and family relationships with institutional mandates, and the firm offers portfolio management across individuals, businesses, pooled vehicles and investment companies. Other activities include producing written market material and running educational seminars and workshops. Fee arrangements include asset-based charges, subscription fees and fixed fees. The firm is not designated as a capital allocator and is not a multi-state adviser in the context of the provided data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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