A complete list of active advisors currently associated with Endowbridge Capital, LLC
Warmer can help you find a great advisor at Endowbridge Capital, LLC or one who fits your needs even better.
EndowBridge Capital, LLC provides discretionary investment management and sub-advisory services primarily to endowments, foundations, charitable organizations, institutions, pension plans, qualified purchasers and family offices. The firm offers two separately managed balanced growth and income strategies — the EndowBridge Legacy Strategy (inception 2013) and a more conservative Balanced Growth & Income Strategy (inception 2019) — and can act as a sub-advisor to other registered investment advisers. Portfolios are implemented as transparent separately managed accounts using primarily low-cost ETFs across global stocks, bonds, real estate and other asset groups, guided by a modern endowment philosophy and long-term beta tilts rather than short-term market forecasts. Strategies do not mirror market-cap benchmarks (the firm describes them as more active than passive), use minimal threshold rebalancing, and the core strategies avoid traditional alternative vehicles even though the firm may allocate to private investment funds for some clients or integrate with other OCIO managers. The firm is a small, solo-owned advisory with modest reported assets under management (approximately $3.295 million as of March 31, 2022) and concentrates on institutional and nonprofit clients rather than retail individual (non‑HNW) investors. EndowBridge also serves as a sub-advisor to another RIA under a fee-sharing arrangement, offers custodial access via Charles Schwab and Interactive Brokers, and leaves proxy-voting responsibility with clients rather than voting proxies on their behalf.
To learn more about the advisors currently working at Endowbridge Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Princeton, NJ
| 10
|
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