ENDICOTT CAPITAL

RIASEC RegisteredEst. 2023
Total AUM
$453M
Discretionary
$453M
100% of AUM
Avg account
$151M
Accounts
3
Employees
11
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
308447
Registered since
April 27, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Endicott Capital is organized as an LLC and is registered with the SEC as of 2023. The firm functions as a private equity manager and sponsor focused on institutional clients, providing portfolio management for pooled investment vehicles. It serves as a general partner and managing member of its pooled vehicles rather than as a broad capital allocator. Compensation combines a percentage-of-AUM fee with performance-based fees. Endicott Capital does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRADLEY MANEELY

    Partner, COOCRD 6019496

Contacts

3 of 3
  • WAYNE GOLDSTEIN

    PartnerCRD 1253858

  • Michael Chinn

    PartnerCRD 7528344

  • WILLIAM PAPPAS

    PartnerCRD 2377493

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

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
540 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth