$106.9M Total AUM
$106.6M Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2025
- Office Locations
- 1
Office Locations
23792 Rockfield Blvd., Suite101 Lake Forest CA
About Endure Capital, LLC
Endure Capital, LLC is a Lake Forest-based RIA. The firm has been operating for 0 years. Managing $106.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$106.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Prime optima Peak capital Insight Optima catalyst Harbor Fusion matrix Timber
Client Personas
Radial optima
Investment Themes
Vital matrix Alpha bridge
Investment Vehicles
Timber signal
Services
Catalyst
Owner & Executives
A
ALBERTO GUILLEN SALAS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7330129
- Ownership
- Less than 5%
(850) 348-2018
oak.unison@vectorcapital.com
in linkedin.com/in/bridge-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,588,137 | $1,480,391 |
| Non-Discretionary | $303,167 | $101,056 |
| Total | $106,891,304 | $1,425,217 |
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Separately Managed Accounts
Total SMA Asset: $106,891,304
Equity - Exchange:
12.6% Cash:
7.1% Public Funds:
25.1% U.S. Government/Agency:
18.8% Private Funds:
7.3% Corporate - Investment Grade:
6.4% Municipal Bonds:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $217,548,767 | 12.6% |
| Cash | $122,587,003 | 7.1% |
| Public Funds | $433,370,956 | 25.1% |
| U.S. Government/Agency | $324,596,573 | 18.8% |
| Private Funds | $126,040,159 | 7.3% |
| Corporate - Investment Grade | $110,500,961 | 6.4% |
| Municipal Bonds | $391,933,095 | 22.7% |
| Total | $1,726,577,514 | 100.0% |