Enduring Investments LLC

RIASEC RegisteredEst. 2021
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$223K
Accounts
23
Employees
1
Advisory reps
3

Firm details

Headquarters
,
CRD number
150282
Registered since
March 24, 2021
Custodians
VOYA FINANCIAL ADVISORS, INC., CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
Client types
  • HNWI52.76%
  • Pooled Investment Vehicles31.82%
  • Individuals15.42%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Enduring Investments LLC is a small, manager-led hedge fund adviser and commodity trader formed as a limited liability company and registered in 2021. The firm serves both individual/family and institutional clients and runs active portfolio management across separately managed accounts and pooled vehicles. Its business activities include acting as a sponsor, general partner and managing member of pooled investment vehicles, and it operates with a CPO/CTA profile. Fee arrangements include percentage-of-AUM, subscription, fixed and performance-based structures, reflecting a mix of traditional advisory and hedge-fund style compensation. The firm’s portfolio construction emphasizes packaged public fund exposure—public funds and mutual funds are the primary holdings within its SMA footprint—alongside direct involvement in at least one proprietary hedge fund and explicit commodity allocations. Enduring Investments also provides educational content and periodic publications, indicating a role that blends active management with investor outreach and manager selection for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Contacts

3 of 3
  • John Nash

    John Nash

    PrincipalCRD 2376195

  • Michael Ashton

    Michael Ashton

    Managing PrincipalCRD 2389751

  • Karl Strobl

    CRD 6897012

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth