Enduring Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,503,960
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
36% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$250,283
About
Enduring Investments advises individuals, institutional clients (including pension plans) and pooled investment vehicles, providing discretionary portfolio management for separately managed accounts and pooled funds as well as licensed access to systematic model portfolios clients may implement themselves. The firm states it tailors accounts to client guidelines and manages accounts in accordance with each client’s objectives and risk profile.
The firm’s stated investment focus is on inflation-indexed products tailored to client needs, such as inflation-linked bonds and related instruments, and it may employ a wide range of securities and techniques — including derivatives, commodities, short sales, leverage and currency hedging — to implement those strategies. It generally manages accounts on a discretionary basis and may enter into negotiated performance-based fee arrangements that are structured with high-water mark provisions, with associated conflicts of interest disclosed.
Notable for a solo independent adviser, the firm is registered as both a commodity pool operator and commodity trading advisor and acts as a private fund adviser and sponsor for pooled vehicles it manages, including an inflation-tracking private fund for which it has limited custody. The firm’s principal also holds an equity position in a cryptocurrency product tied to U.S. CPI that is partially collateralized by the firm’s private inflation-tracking fund, a combination of activities that is uncommon among peers of similar size.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Inflation products and markets consulting
Inflation products and markets consulting
Expertise
Options & derivatives strategies
Fee options
Certain accounts are charged fixed fees that are reassessed periodically to be in line with other asset-based management fees.
Performance Fees may range from 5% - 20% of a Client’s net income for the year in excess of any previously recovered net losses, charged annually in arrears with a high water mark.
Subscription fees are reported in SEC Part 1 but specific amounts or terms are not disclosed in the brochure.
Account minimum: $1,000,000
Most active in
Enduring Investments LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
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 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")