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|
| Keyboard |
| First Endowment Development Corp
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|
|---|---|
| CRD # | 105335 |
| SEC # | 801-22496 |
| CIK # | |
| AUM | 2,800.2 M (2026-05-22) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 713-977-2694 |
| Address | 1177 West Loop South Houston, TX 77027 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 109 | 2.3 |
| (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 | 11 | 0.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 2.8 |
| By Discretionary | ||
| Discretionary | 29 | 0.3 |
| Non-Discretionary | 91 | 2.5 |
| Total | 120 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 120 | 2.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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PA | 2,831.4 M |
|
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FL | 2,822.3 M |
|
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DE | 2,791.1 M |
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LRI Investments LLC
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FL | 2,781.2 M |
|
Expand Financial LLC
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|
2,772.2 M | |
|
Baystate Wealth Management LLC
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|
KS | 2,770.1 M |
|
Barwick & Partners Inc
✚
|
2,769.8 M | |
|
Stegner Investment Associates Inc
✚
|
KY | 2,768.8 M |