ENDEAVOUR CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$315M
Accounts
6
Employees
24
Advisory reps
8

Firm details

Headquarters
PORTLAND, Oregon
CRD number
160800
Registered since
February 17, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Endeavour Capital is organized as a limited partnership that operates private equity investment vehicles for institutional clients. The firm has been SEC-registered since 2012 and is owned by an individual principal. Its core activity is acting as sponsor/general partner and managing member of pooled investment vehicles, with advisory responsibilities focused on portfolio management for those funds. Compensation combines a percentage-of-assets fee with performance-based fees. Endeavour does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • LAUREN ADLER

    Chief Financial OfficerCRD 6841967

  • ERIN WALLACE

    Chief Compliance OfficerCRD 6841965

Contacts

3 of 6
  • DAVID DORMAN

    Managing DirectorCRD 1707763

  • STEPHEN BABSON

    Managing DirectorCRD 6025230

  • JOHN VON SCHLEGELL

    MemberCRD 5285379

Unlock 3 more contacts

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

PORTLAND, OR

MULTNOMAH

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
MULTNOMAH
Address
760 SW 9th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth