# Endowbridge Capital, LLC

> Endowbridge Capital, LLC is a state-registered investment advisory firm in Princeton, NJ, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 1, 2022.

- CRD: 228786
- Filed as: ENDOWBRIDGE CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: June 1, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/228786
- AdvisorCensus page: https://advisorcensus.com/firm/endowbridge-capital-llc-princeton-nj-228786

## Quick answers

**How is Endowbridge Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Endowbridge Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Endowbridge Capital, LLC located?**
Endowbridge Capital, LLC's principal office is in Princeton, NJ, according to its Form ADV.

**Is Endowbridge Capital, LLC registered with the SEC or a state?**
Endowbridge Capital, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 228786.

**How much does Endowbridge Capital, LLC manage?**
Endowbridge Capital, LLC reports $4,571,334 in regulatory assets under management in its Form ADV filing dated June 1, 2022 (100% discretionary).

**What types of clients does Endowbridge Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); charitable organizations (2).

**Does Endowbridge Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/228786

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,571,334
- Discretionary: $4,571,334
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $2,198,960 |
| Charitable organizations | 2 | $2,372,374 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [endowbridge.com](https://endowbridge.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Endowbridge Capital, LLC (CRD 228786): Form ADV filing data as of October 2026.