# Endowment Partners LLC

> Endowment Partners LLC is a state-registered investment advisory firm in Las Vegas, NV, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 306325
- Filed as: ENDOWMENT PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306325
- AdvisorCensus page: https://advisorcensus.com/firm/endowment-partners-llc-las-vegas-nv-306325

## Quick answers

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

**Where is Endowment Partners LLC located?**
Endowment Partners LLC's principal office is in Las Vegas, NV, according to its Form ADV.

**Is Endowment Partners LLC registered with the SEC or a state?**
Endowment Partners LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 306325.

**How much does Endowment Partners LLC manage?**
Endowment Partners LLC reports $76,447,788 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does Endowment Partners LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (17); high net worth individuals (2).

**Does Endowment Partners 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/306325

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $76,447,788
- Discretionary: $76,447,788
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 2 | $4,192,844 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 17 | $72,254,944 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2019 (6 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- endowmentpartners.com
- LinkedIn @endowment-partners-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Endowment Partners LLC (CRD 306325): Form ADV filing data as of October 2026.
