E
CRD: 301072
Enduro Capital Partners LLC
Wayne, PA
2153990402
$10.2M Total AUM
$10.2M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
-- Wayne PA
About Enduro Capital Partners LLC
Enduro Capital Partners LLC is a Wayne-based RIA. The firm has been operating for 7 years. Managing $10.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$10.2M AVG AUM / ADVISOR
$197.1K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Prime harbor Quantum
Client Personas
Pathway harbor
Investment Themes
Harbor harbor Ridge
Investment Vehicles
Quantum
Services
Atlas ridge Insight Peak Capital Matrix catalyst
Owner & Executives
J
Jose Ernesto Flores Sanchez
Managing Partner
- CRD
- #4879895
- Ownership
- 75% or more
(652) 553-3086
vertex.vector@optimacapital.com
in linkedin.com/in/wave-catalyst
C
Cory Douglas Heilman
PARTNER
- CRD
- --
- Ownership
- Less than 5%
(280) 504-6720
insight.horizon@timbercapital.com
in linkedin.com/in/matrix-harbor
D
Delta vector
Harbor wave
- CRD
- #98975
- Ownership
- 35.9%
(442) 499-4657
oak.bridge@signalcapital.com
in linkedin.com/in/delta-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,246,970 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,246,970 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,246,970
Equity - Exchange:
58.7% Cash:
41.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,977,043,117 | 58.7% |
| Cash | $2,798,158,105 | 41.3% |
| Total | $6,775,201,222 | 100.0% |