E
Enduro Capital Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,246,970
Clients
26
8% 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
26
TypicalAverage account size
$394,114
About
Enduro Capital Partners LLC provides discretionary portfolio management and basic financial planning guidance to individual and high-net-worth clients, managing roughly $10.3 million across about two dozen accounts. The firm offers account monitoring, semiannual reviews, and a planning checklist to confirm clients have completed key financial documents.
The firm applies variations of modern portfolio theory tailored to each client’s risk profile, using top-down and historical asset-class analysis to construct portfolios with low correlation to clients’ income. Its investable universe includes equities, mutual funds and ETFs, corporate and government bonds, leveraged ETFs and listed derivatives, and the firm discloses specific risks associated with leveraged products.
Notable features that distinguish the firm from many small independent advisers include the use of leveraged ETFs and derivatives in client strategies and a formal disciplinary matter resolved by consent with a state securities regulator in 2025. The firm’s principal dedicates a limited portion of time to the advisory business while also holding other investment-industry employment and managing rental properties, and the firm recommends specific custodians (Interactive Brokers and Altruist) from which it receives certain support services.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $3,000
Main office location
Enduro Capital Partners LLC
Wayne PA, United States
Number of offices
1
Most active in
Enduro Capital Partners LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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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