Enduro Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 301072
- Custodians
- INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals57%
- HNWI43%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Enduro Capital Partners LLC is a small, owner-managed advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm runs fee-based relationships (percentage of AUM) and concentrates on public equity exposure, using exchange-traded securities as its primary vehicle. Investment activity centers on direct and separately managed equity positions and mutual funds rather than large allocations to third-party alternative fund managers or a broad multi-asset program. Enduro does not identify as an active ESG investor and operates from a single-office, owner-driven model.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 4Richard Heilman
PartnerCRD 7142159
Cory Heilman
PartnerCRD 7142333
Peter Schaible
PartnerCRD 7142168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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