Edgehill Endowment Partners
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Overview
Edgehill Endowment Partners operates as a financial advisor company headquartered in New Haven, Connecticut. Edgehill Endowment Partners oversees $2.1 billion in total assets over five customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Edgehill Endowment Partners has a small group, including 12 financial advisors. Edgehill Endowment Partners does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like bonds, stocks and options.
Edgehill Endowment Partners administers all of its client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without needing the client's consent. Edgehill Endowment Partners supervises an average of $415.5 million in assets for each client account. The average financial advisor at Edgehill Endowment Partners manages fewer than one client account, making it one of the most individualized advisor firms in the country.
The company's central office is at 195 Church Street, New Haven, Connecticut 06510-4000. The firm is legally registered to serve customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Edgehill Endowment Partners by the Numbers
$2.1 billion
12
5
$415.5 million
Products and Services
Edgehill Endowment Partners provides a variety of services, which can consist of portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The company is not involved in selling products or offering services other than investment advisory services to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services vary depending on which services are offered. Fee types charged by the company likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles, charitable organizations and other. Out of its five customers, Edgehill Endowment Partners's largest client type is other. None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 60%
- Charitable Organizations - 40%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Edgehill Endowment Partners does not have any disclosures.
Please visit its Form ADV for more details.
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