Edgehill Endowment Partners LLC (New Haven)

Name: Edgehill Endowment Partners LLC
Address: 205 Whitney Ave, New Haven, CT, 06511 3798
Telephone: 203-654-3550

Edgehill Endowment Partners LLC is a large advisory firm based in New Haven. It manages $1.72 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Connecticut.

Edgehill Endowment Partners provides portfolio management for pooled investment vehicles, selection of other advisers, and outsourced investment office services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edgehill Endowment Partners: assets under management

The assets under management (AUM) of Edgehill Endowment Partners LLC is $1.72 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1097% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.72 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $430.76 million each.

Investments

The firm invests in pooled investment vehicles the most. They account for 75% of the total AUM. The second-largest asset type is exchange traded securities, which make up 18% of the firm’s portfolio. Investments in investment and business development companies form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edgehill Endowment Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Edgehill Endowment Partners serves?

The only and largest group of clients of Edgehill Endowment Partners is pooled investment vehicles with 1 clients and $1.08 billion of assets under management. Among the 8 most similar advisory firms, Edgehill Endowment Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.08 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Edgehill Endowment Partners doesn't advise any private funds.

Careers at Edgehill Endowment Partners LLC

The company employs 12 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nina F Scherago	Managing partner	1 Aug 2013	50% - 75%	1587516
D Ellen Shuman	Managing partner	1 Aug 2013	50% - 75%	5123597
Kenneth Daniel Colabella	Chief compliance officer	1 May 2014	Other	1508870
Matthew Jason Kogan	Chief compliance officer, chief operating officer and managing partner	1 Aug 2016	Other	4988432
Thad Steven Glowacki	Managing partner/director of investments	1 Oct 2017	Other	3174855

Based in New Haven

The principal office where Edgehill Endowment Partners LLC performs its advisory services is located at 205 Whitney Ave, New Haven, CT 06511 3798, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-654-3550 or by fax 203-951-5982. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at edgehillendowment.com.