ENDURANCE ENGINEERING MANAGEMENT LP
Adviser information for ENDURANCE ENGINEERING MANAGEMENT LP last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $333.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $333.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $333.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesMONITORING FEES |
Identifiers
| SEC RIA File Number | 801-128457 |
|---|---|
| SEC ERA File Number | 801-128457 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316018 |
| Legal Entity Identifier | None |
Principal Office
5570 SAN ELIJORANCHO SANTA FE
CA
United States
Monday - Friday, 9AM TO 5PM
Tel: 310-282-5826, Fax: None
Chief Compliance Officer
DAWN BEACH
CHIEF FINANCIAL OFFICER
P.O. BOX 7293
RANCHO SANTA FE
CA
United States
Tel:
310.743.6388
D*****@***************M
(Full email address available in API data)
Regulatory Contact
GERALD L. PARSKY
CHAIRMAN AND MANAGING DIRECTOR
P.O. BOX 7293
RANCHO SANTA FE
CA
United States
Tel:
310.282.5826
G*******@***************M
(Full email address available in API data)
Industry Affiliates
| ENDURANCE ENGINEERING GP LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ENDURANCE ENGINEERING PARTNERS LP | Private Equity Fund | $333.0M | $0.0M | 72 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PARSKY, GERALD, LAWRENCE | Individual | – | CHAIRMAN AND MANAGING DIRECTOR | 05/2021 | < 5% |
| BYRNE, MARK, JAMES | Individual | – | MANAGING DIRECTOR | 05/2021 | < 5% |
| SMITH, PHILIP, WEBSTER | Individual | – | VICE PRESIDENT AND PRINCIPAL | 05/2021 | < 5% |
| ENDURANCE ENGINEERING HOLDINGS LLC | Domestic Entity | – | GENERAL PARTNER | 12/2020 | < 5% |
| PARSKY LIVING TRUST DTD 6/26/97 (C/O GERALD L. PARSKY) | Domestic Entity | – | LIMITED PARTNER | 12/2020 | 50-75% |
| PARSKY, GERALD, LAWRENCE | Individual | ENDURANCE ENGINEERING HOLDINGS LLC | SOLE MEMBER | 12/2020 | > 75% |
| PARSKY, GERALD, LAWRENCE | Individual | PARSKY LIVING TRUST DTD 6/26/97 (C/O GERALD L. PARSKY) | TRUSTEE | 06/1997 | |
| Beach, Dawn, Michelle | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 05/2021 | < 5% |
| BYRNE, MARK, JAMES | Individual | – | LIMITED PARTNER | 01/2023 | 25-50% |