DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
E•••••••• C•••••• A••••••• I•••
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2012 · 20 filings
SEC status approved since Mar 30, 2012
RAUM
$603M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$603M as of Mar 30, 2026
Apr 1, 2013$627M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Apr 1, 20130 then
Employees (5.A)8 as of Mar 30, 2026
Apr 1, 20139 then
Private funds3 as of Mar 30, 2026
Apr 1, 20133 then
RAUM +16% over the last fiscal year-7.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $201MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$603M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E•••••••• R••••••• B••• O••••••••• F••• I• L• | Hedge Fund | $358M | 204 | Mar 31, 2014 |
| E•••••••• C•••••• P•••••• I••••••••• I• L••• | Private Equity Fund | $155M | 24 | Mar 29, 2019 |
| E•••••••• F•••••••• R••••••••• F•••• L•••no longer reported | Hedge Fund | $87.4M | 50 | Feb 14, 2012 |
| E•••••••• C•••••• P••••••• L••• | Hedge Fund | $52.4M | 31 | Feb 14, 2012 |
| T•••• E•••••••• L•••no longer reported | Hedge Fund | $36.8M | 3 | Mar 29, 2019 |
| E•••••••• F•••••••• I••••••••• F••• L• | Hedge Fund | $18.0M | 28 | Mar 31, 2023 |
| E•••••••• R••••••• B••• O••••••••• F••• L•no longer reported | Hedge Fund | $0 | 0 | Mar 31, 2014 |
| E•••••••• C•••••• O••••••• F••• L•••no longer reported | Hedge Fund | $0 | 0 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• L•••••••• M•••••• · Principalcontrolsince 12/1993 · owns 50% to 75%
- H••••••• G••••• M•••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 03/2003 · owns less than 5%
- K•••• M•••••••• J•• · Principalcontrolsince 12/1993 · owns 50% to 75%
Related persons
Schedule D 7.A
- E•••••••• C•••••• M••••••••• L•••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- West Palm Beach, FL1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $518M to $603MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $518M to $603MMar 28, 2025 to Mar 30, 2026
- RAUM · $518M to $603MMar 28, 2025 to Mar 30, 2026
- Employees · 9 to 8Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Other offices · 1 to 0Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $565M to $518MMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $565M to $518MMar 29, 2024 to Mar 28, 2025
- RAUM · $565M to $518MMar 29, 2024 to Mar 28, 2025
- Accounts · 7 to 3May 3, 2023 to Mar 29, 2024
- Advisory employees · 6 to 4May 3, 2023 to Mar 29, 2024
- Advisory activities · 2 to 1May 3, 2023 to Mar 29, 2024
- Pooled vehicle clients · 4 to 3May 3, 2023 to Mar 29, 2024
- Employees · 11 to 9May 3, 2023 to Mar 29, 2024
- Private funds · 4 to 3May 3, 2023 to Mar 29, 2024
- Discretionary RAUM · $764M to $565MMay 3, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $623M to $565MMay 3, 2023 to Mar 29, 2024
- RAUM · $764M to $565MMay 3, 2023 to Mar 29, 2024
- Accounts · 6 to 7Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 3 to 4Mar 31, 2022 to Mar 31, 2023
- Employees · 12 to 11Mar 31, 2022 to Mar 31, 2023
- Private funds · 3 to 4Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.2B to $764MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $630M to $623MMar 31, 2022 to Mar 31, 2023
- RAUM · $1.2B to $764MMar 31, 2022 to Mar 31, 2023
- Accounts · 5 to 6Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.4B to $1.2BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $454M to $630MMar 31, 2021 to Mar 31, 2022
- RAUM · $1.4B to $1.2BMar 31, 2021 to Mar 31, 2022
- Accounts · 6 to 5Mar 30, 2020 to Mar 31, 2021
- Pooled vehicle clients · 4 to 3Mar 30, 2020 to Mar 31, 2021
- Private funds · 4 to 3Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.2B to $1.4BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $488M to $454MMar 30, 2020 to Mar 31, 2021
- RAUM · $1.2B to $1.4BMar 30, 2020 to Mar 31, 2021
- Other offices · 0 to 1May 15, 2019 to Mar 30, 2020
- Discretionary RAUM · $947M to $1.2BMay 15, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $452M to $488MMay 15, 2019 to Mar 30, 2020
- RAUM · $947M to $1.2BMay 15, 2019 to Mar 30, 2020
- Accounts · 3 to 6Mar 30, 2018 to Mar 29, 2019
Signals
4 dated events
- E•••••••• C•••••• A••••••• I••• reported RAUM $564.9M, down 26% from $764.0M (2023-05-03 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- E•••••••• C•••••• A••••••• I••• reported RAUM $764.0M, down 36% from $1.2B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- E•••••••• C•••••• A••••••• I••• reported RAUM $1.2B, up 25% from $946.7M (2019-05-15 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- E•••••••• C•••••• A••••••• I••• reported RAUM $946.7M, up 92% from $494.3M (2018-03-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- E•••••••• C•••••• A••••••• I••• · Independent Sponsorsshared crd · capital_provider
- E•••••••• C•••••• A••••••• I••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/endeavour-capital-advisors-increportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.e•••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-618-0101reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026