ENDICOTT GROUP

RIASEC RegisteredEst. 2012
Total AUM
$50.8M
Discretionary
$50.8M
100% of AUM
Avg account
$25.4M
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
157119
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

Endicott Group operates as a small, institutional-focused hedge fund adviser that specializes in pooled investment vehicles. The firm acts as an adviser and sponsor/manager of pooled funds, suggesting its primary activity is running hedge fund strategies on behalf of a limited number of institutional investors. Its fee model combines a percentage-of-AUM component with performance-based fees, consistent with active, outcome-driven hedge fund management. Investment activity centers on managing and structuring pooled hedge funds while selectively allocating to external managers for private market exposures. The firm is not positioned as an ESG investor and serves a narrow client base rather than a broad retail channel. Related-adviser and GP/sponsor roles indicate Endicott Group both runs its own pooled products and participates in the management or oversight of other pooled investment vehicles.

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

2 of 2
  • ROBERT USDAN

    Co-FounderCRD 2361269

  • WAYNE GOLDSTEIN

    PartnerCRD 1253858

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