Enduring Investments LLC

RIAState Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$196K
Accounts
26
Employees
1
Advisory reps
3

Firm details

Headquarters
,
CRD number
150282
Registered since
March 24, 2021
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • HNWI59.7%
  • Pooled Investment Vehicles24.1%
  • Individuals16.2%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Enduring Investments LLC is a New Jersey–registered limited liability company that operates as a hedge-fund-style advisor and commodity manager. The firm is organized and owned by an individual and functions as a sponsor/GP/managing member of pooled investment vehicles while also carrying out CPO/CTA activities. Its client mix combines individual and family relationships with institutional mandates, and the firm offers portfolio management across individuals, businesses, pooled vehicles and investment companies. Other activities include producing written market material and running educational seminars and workshops. Fee arrangements include asset-based charges, subscription fees and fixed fees. The firm is not designated as a capital allocator and is not a multi-state adviser in the context of the provided data.

Assets & Accounts

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%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth