THE ENDOWMENT OFFICE, INC.
CRD #145940 SEC #801-69143 CENTENNIAL, CO 303-708-1388
SEC Registered
Total AUM
$737.3M
Discretionary
$0
Employees
1
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $247.2M | $190M | $57.2M | 2 | 1 |
| Apr 2014 | $107M | $0 | $107M | 3 | 1 |
| Mar 2014 | $107M | $0 | $107M | 3 | 1 |
| Oct 2013 | $446.5M | $0 | $446.5M | 3 | 1 |
| Jan 2013 | $386.5M | $0 | $386.5M | 3 | 1 |
| Dec 2012 | $393M | $0 | $393M | 3 | 1 |
| Oct 2012 | $737.3M | $0 | $737.3M | 1 | 1 |
| Mar 2012 | $737.3M | $0 | $737.3M | 1 | 1 |
| Mar 2012 | $725.5M | $0 | $725.5M | 1 | 1 |
| Feb 2012 | $725.5M | $0 | $725.5M | 1 | 1 |
| Aug 2011 | $800M | $0 | $800M | 5 | -- |
| Feb 2011 | $800M | $0 | $800M | 5 | -- |
| Jan 2011 | $930M | $0 | $930M | 5 | -- |
| Mar 2009 | $675M | $0 | $675M | 5 | -- |
DateMar 2015
Total AUM$247.2M
Discretionary$190M
Non-Disc.$57.2M
Employees2
Clients1
DateApr 2014
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees3
Clients1
DateMar 2014
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees3
Clients1
DateOct 2013
Total AUM$446.5M
Discretionary$0
Non-Disc.$446.5M
Employees3
Clients1
DateJan 2013
Total AUM$386.5M
Discretionary$0
Non-Disc.$386.5M
Employees3
Clients1
DateDec 2012
Total AUM$393M
Discretionary$0
Non-Disc.$393M
Employees3
Clients1
DateOct 2012
Total AUM$737.3M
Discretionary$0
Non-Disc.$737.3M
Employees1
Clients1
DateMar 2012
Total AUM$737.3M
Discretionary$0
Non-Disc.$737.3M
Employees1
Clients1
DateMar 2012
Total AUM$725.5M
Discretionary$0
Non-Disc.$725.5M
Employees1
Clients1
DateFeb 2012
Total AUM$725.5M
Discretionary$0
Non-Disc.$725.5M
Employees1
Clients1
DateAug 2011
Total AUM$800M
Discretionary$0
Non-Disc.$800M
Employees5
Clients--
DateFeb 2011
Total AUM$800M
Discretionary$0
Non-Disc.$800M
Employees5
Clients--
DateJan 2011
Total AUM$930M
Discretionary$0
Non-Disc.$930M
Employees5
Clients--
DateMar 2009
Total AUM$675M
Discretionary$0
Non-Disc.$675M
Employees5
Clients--