Enduring Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
Model portfolio licenses offered for fixed or subscription-based license fees, negotiated with each licensee.
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
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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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.
Advisors at this firm
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