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| Happy Holidays!! thanks for using AUM13F!! |
| First Endowment Development Corp
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| CRD # | 105335 |
| SEC # | 801-22496 |
| CIK # | |
| AUM | $2.2 B (2025-04-16) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 713-977-2694 |
| Address | 1177 West Loop South Houston, TX 77027 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.0 |
| (b) Individuals (high net worth individuals) | 105 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 118 | 2.2 |
| By Discretionary | ||
| Discretionary | 12 | 0.1 |
| Non-Discretionary | 106 | 2.2 |
| Total | 118 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 118 | 2.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sawgrass Asset Management LLC
✚
|
FL | 2.3 |
|
Mission Prime LLC
✚
|
PR | 2.3 |
|
Icon Wealth Advisors LLC
✚
|
TX | 2.3 |
|
Alken Asset Management Ltd
✚
|
2.2 | |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 2.2 |
|
Cardinal Point Capital Management ULC
✚
|
2.2 | |
|
IPEX Inc
✚
|
MI | 2.2 |
|
Sandhill Capital Partners LLC
✚
|
NY | 2.2 |
|
Resonant Capital Advisors LLC
✚
|
WI | 2.2 |
|
International Assets Investment Management LLC
✚
|
FL | 2.2 |