ENDOWBRIDGE CAPITAL, LLC

Overview

Endowbridge Capital, LLC is an independent registered investment adviser focused on providing financial planning and portfolio management services to both individual and institutional clients. The firm operates under an owner-managed structure and runs a fee model that includes a percentage-of-AUM component alongside hourly and fixed-fee engagements. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments and separately managed account solutions. While Endowbridge does not identify as an ESG-focused manager and does not act as a capital allocator in the traditional sense, it directs client capital to third-party managers when pursuing alternative strategies. Advisory services include financial planning, portfolio management for individuals and small businesses, and portfolio management for larger businesses or institutional clients. The firm’s mandate and product mix suggest a core equity orientation supplemented by targeted use of external alternative managers and pooled vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices