Endowment Research Group LLC

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Assets, Funds, Holdings

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Endowment Research Group LLC
CRD #292634
SEC #801-117836
CIK #
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone708-846-9950
Address80 Broad Street
New York, NY 10004
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1108866442202010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Sustainable Advantage Group LP [2021-09-21] 0.0 0.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 8 45.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 15.0
(n) Other 0 0.0
Total 9 60.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 9 60.0
Total 9 60.0
By Non-United States Persons
Non-United States Persons 10.0
United States Persons 50.0
Total 9 60.0
Form D Directors # Filings # Firms 2011 - 2025
Endowment Research Group LLC 1
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