Endeavour Capital Advisors Inc. (Greenwich)

Name: Endeavour Capital Advisors Inc.
Address: 410 Greenwich Avenue, Greenwich, CT, 06830
Telephone: 203-618-0101

Endeavour Capital Advisors Inc. is a large advisory firm based in Greenwich. It manages $946.73 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.

Endeavour Capital Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Endeavour Capital Advisors: assets under management

The assets under management (AUM) of Endeavour Capital Advisors Inc. is $946.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 76% since the beginning of its operation, and $216.04 million of the total AUM is attributable to clients outside of the United States.

The firm manages $946.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Endeavour Capital Advisors Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Endeavour Capital Advisors serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Endeavour Capital Advisors is investment companies with 2 clients and $494.62 million of assets under management. Among the 11 most similar advisory firms, Endeavour Capital Advisors has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $946.73 million for 6 clients. 33% of the firm’s clients are foreign persons or businesses.

Endeavour Capital Advisors also advises several private funds. Namely, three hedge funds and one private equity fund. The minimum investment commitment required of non-related persons ranges from $250,000 to $5,000,000.

Careers at Endeavour Capital Advisors Inc.

The company employs 12 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Laurence Michael Austin	Principal	1 Dec 1993	50% - 75%	1086727
Mitchell Jay Katz	Principal	1 Dec 1993	50% - 75%	2168067
Glenn Michael Hofsess	Chief compliance officer and chief financial officer	1 Mar 2003	Other	5057594

Based in Greenwich

The principal office where Endeavour Capital Advisors Inc. performs its advisory services is located at 410 Greenwich Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-618-0101 or by fax 203-618-0106. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at endcap.com.