Enduring Investments LLC logo

Enduring Investments LLC

Updated today

Client AUM

$3,861,513

Clients

19

Advisors

1

of 1 employees

About

Enduring Investments LLC is a small SEC-registered independent investment adviser with a single advisory professional that provides discretionary portfolio management for separately managed accounts and advisory services to pooled investment vehicles. The firm serves individual and institutional accounts and also acts as general partner and investment manager of a private inflation-tracking fund while serving as sub-adviser to a registered inflation-protection ETF; it additionally licenses systematic model portfolios to third parties under fixed or subscription license arrangements.

The firm’s investment approach centers on inflation-linked strategies, implementing exposure through instruments such as inflation swaps, CPI options (including caps and floors), inflation futures, and TIPS, and managing each account or fund in accordance with its governing documents and client guidelines. Because the firm uses derivatives and may employ economic leverage where appropriate, it describes written allocation, aggregation and trade-rotation policies to address execution and liquidity risks when trading across private funds, the ETF sub-advisory sleeve, licensed models and separate accounts.

Notable and uncommon features for a firm of this size include CPO/CTA registration, concurrent management and sponsorship of a private fund alongside sub-advisory responsibilities for a registered ETF, and a model-licensing business that uses subscription fees. The brochure discloses related-party and investor relationships tied to the private fund and describes policies intended to mitigate allocation and conflict-of-interest risks; it also highlights the operational concentration and key-person dependence inherent in its small‑staff structure.

Client services

Portfolio management Newsletters or periodicals Educational seminars or workshops
Inflation products and markets consulting

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Subscriptions

Model portfolio licenses offered for fixed or subscription-based license fees, negotiated with each licensee.

Other

Account minimum: $1,000,000 (generally, but negotiable and no absolute minimum) Minimum fee: Certain accounts are charged fixed fees that are reassessed periodically; fees are individually negotiated.

Main office

Morristown NJ

Advisors at this office

1

Most active in

New Jersey · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)