Endex Capital Managment LLC is a related adviser based in Merriam. It manages $204.89 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kansas.
Endex Capital Managment provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Endex Capital Managment LLC is $204.89 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Endex Capital Managment LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Jeffrey Lawrence Hoffman is individuals with 1 clients and $104.35 thousand of assets under management. Among the 2 most similar advisory firms, Endex Capital Managment has the lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $204.89 thousand for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Endex Capital Managment doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey Lawrence Hoffman has been acting as President since 1 Jan 1997. Robert Frank Marchesi has served as the Chief Investment Officer since 1 Jan 1997. Adam J Strumpf joined the executive team most recently as the Chief Compliance Officer.
The principal office where Endex Capital Managment LLC performs its advisory services is located at 6700 Antioch Road, Merriam, KS 66204 1497, 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 913-384-2720. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at endexcapital.com.