Endowbridge Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,571,334
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$571,417
About
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.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Wealth management
Factor investing / smart beta
Real estate investing
Occupation focus
Founder/Business Owner
Demographic focus
Values-based investing
Fee options
Financial consulting or research fees negotiable on a fixed fee basis
$0 - $10,000,000: 0.30% $10,000,000 - $50,000,000: 0.20% $50,000,000+: 0.10%
Financial consulting or research fees negotiable on a fixed fee basis; typically half due upon signing and balance upon presentation of recommendations
Account minimum: $1,000,000
Main office location
Endowbridge Capital, LLC
707 Alexander Road, Suite 208
Princeton NJ 08540, United States
Number of offices
1
Most active in
Endowbridge Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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