Endowment Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,192,844
Clients
2
Advisors
1
of 6 employees
About
Endowment Partners provides investment management, investment consulting, and governance services primarily to nonprofit organizations, endowments, foundations and other institutional investors. The firm offers discretionary portfolio management, ongoing consulting engagements and educational seminars, typically working with clients at or above a $1,000,000 account threshold.
The firm employs a blend of active and passive strategies, using fundamental and technical analysis to select stocks, options, ETFs and mutual funds, and may engage outside managers for portions of client portfolios. Investment Policy Statements and asset-allocation targets are developed with clients and portfolios are monitored through regular reviews and quarterly reporting.
Endowment Partners is distinguished by an affiliation with another registered investment adviser (Fraser Asset Management) and by a business mix that reports substantially more assets under advisement (about $484 million) than assets under management (about $76 million), indicating a significant consulting and advisory role in addition to discretionary management. The firm also offers specialized nonprofit services—such as Charitable Gift Annuity program administration, donor-facing proposal materials, and multi-state compliance assistance—and does not target non‑high‑net‑worth retail individual clients.
Client services
Expertise
Occupation focus
Fee options
Educational seminars: fees range from free to $10,000 per seminar or up to $100 per participant; speaking engagements range from free to $10,000 plus travel expenses
$0 - $999,999: Minimum fee of $10,000 annually, negotiated case by case $1,000,000 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - Negotiable (no specified upper limit): Negotiable
Client tailored services charged at $400 per hour, may be negotiable
Account minimum: $1,000,000 Minimum fee: Minimum annual investment management fee of $10,000 for accounts under $1,000,000 Fee-only: Investment consulting fees range from 0.05% to 0.25% of assets under advisement with minimum annual fee of $25,000; hourly rates for client tailored services at $400/hour (negotiable)
Main office
300 S 4th Street, Ste 1015
Las Vegas NV 89101
Advisors at this office
1
Most active in
Nevada
Also doing business as
Endowment Partners · Endowment Partners LLC · Fraser Asset Management · Macdonald Wealth Associates
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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