Endeavour Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Endeavour Investment Partners provides consulting and marketing services to specialized asset managers that in turn serve institutional investors, pension plans, other legal entities, and high‑net‑worth individuals. The firm does not manage client assets or provide financial planning; its work focuses on soliciting business for its asset manager clients and assisting with marketing, presentations, and capital‑raising for pooled investment products.
Endeavour tailors engagements through due‑diligence reviews of prospective asset manager clients and markets primarily to intermediaries such as institutional investment committees, consultants, and registered investment advisers rather than to retail investors. It also advises on product development and distribution for pooled vehicles (including exchange‑traded funds and interval funds) and conducts any direct securities sales through the principal’s registration with an unaffiliated broker‑dealer.
Compared with many investment‑manager firms, Endeavour’s business model is notable for combining advisory/consulting services with registered‑representative securities activity and other financial product sales, and for not charging clients a standard percentage‑of‑assets fee directly — its compensation is negotiated with the asset managers, including a share of management fees. The firm operates as a small, single‑advisor practice focused on intermediary distribution and product launch support rather than on serving individual retail clients or managing assets.
Client services
Fee options
Minimum fee: Consulting Fee usually ranges from $120,000 to $300,000 per year
Main office location
Endeavour Investment Partners, LLC
Scituate MA, United States
Number of offices
1
Most active in
Massachusetts
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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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.
Forms ADV
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