ENDEAVOR CATALYST
Firm details
- Headquarters
- New York, New York
- CRD number
- 171738
- Registered since
- March 29, 2018
- Website
- endeavor.org
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2LINDA ROTTENBERG
Co-Founder & CEOCRD 6349090
MARGARITA CHAVEZ
Chief Financial OfficerCRD 7244140
Contacts
2 of 2JACLYN CARMEL
Managing DirectorCRD 5583752
ALLEN TAYLOR
Managing PartnerCRD 6349438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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