|
⚲
|
| First Endowment Development Corp
✚
| |
|---|---|
| CRD # | 105335 |
| SEC # | 801-22496 |
| CIK # | |
| AUM | $2.0 BB (2024-05-31) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 713-977-2694 |
| Address | 1177 West Loop South Houston, TX 77027 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 103 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 114 | 2.0 |
| By Discretionary | ||
| Discretionary | 1 | 0.0 |
| Non-Discretionary | 113 | 2.0 |
| Total | 114 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 114 | 2.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ingham Russell Investment Advisors Inc
✚
|
FL | 2.1 |
|
Glassman Wealth Services LLC
✚
|
VA | 2.1 |
|
IPEX Inc
✚
|
MI | 2.0 |
|
Drive Wealth Management LLC
✚
|
UT | 2.0 |
|
Frank Rimerman Advisors LLC
✚
|
CA | 2.0 |
|
Freedom Investment Management Inc
✚
|
CT | 2.0 |
|
John F Suby Wealth Management LLC
✚
|
WI | 2.0 |
|
Rothschild Investment LLC
✚
|
IL | 2.0 |
|
Sisung Investment Management Services LLC
✚
|
LA | 2.0 |
|
Shufro Rose & Co LLC
✚
|
NY | 2.0 |