ENDOWMENT PARTNERS LLC

Overview

Endowment Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Compensation is a mix of percentage-of-AUM and fixed fees. Endowment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices