Enduro Capital Partners LLC

RIASEC Registered
Total AUM
$10.2M
Discretionary
$10.2M
100% of AUM
Avg account
$394K
Accounts
26
Employees
1
Advisory reps
4

Firm details

Headquarters
,
CRD number
301072
Custodians
INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals57%
  • HNWI43%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Enduro Capital Partners LLC is a small, owner-managed advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm runs fee-based relationships (percentage of AUM) and concentrates on public equity exposure, using exchange-traded securities as its primary vehicle. Investment activity centers on direct and separately managed equity positions and mutual funds rather than large allocations to third-party alternative fund managers or a broad multi-asset program. Enduro does not identify as an active ESG investor and operates from a single-office, owner-driven model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Richard Heilman

    PartnerCRD 7142159

  • Cory Heilman

    PartnerCRD 7142333

  • Peter Schaible

    PartnerCRD 7142168

Unlock 1 more contacts

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