Enduro Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 301072
- Custodians
- INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals57%
- HNWI43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Enduro Capital Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based wealth management for individuals and families, providing financial planning and portfolio management services tailored to individuals and small businesses. Enduro bills clients as a percentage of assets under management and does not present itself as a capital allocator or a pension consultant. The adviser is not identified as an active ESG investor and does not report multi-state advisory activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 5Richard Heilman
PartnerCRD 7142159
Liliang Chen
Investment Advisor RepresentativeCRD 8244362
Cory Heilman
PartnerCRD 7142333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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