EDGEHILL ENDOWMENT PARTNERS, LLC

HTTP://WWW.EDGEHILLENDOWMENT.COM NEW HAVEN, CT Endowment Investment Advisor How do I update this listing?

Edgehill Endowment Partners is based out of New Haven. Edgehill Endowment Partners is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $1,804,223,809 (Form ADV from 2018-02-20). Their last reported 13F filing for Q4 2018 included $303,758,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Edgehill Endowment Partners's largest holding is iShares 1-3 Year Treasury Bond ETF with shares held of 1,462,116. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.17%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

EDGEHILL ENDOWMENT PARTNERS
205 WHITNEY AVE STE 201
NEW HAVEN CT    06511-3798
Country: United States

Business Phone: 203-654-3550
Fax: 203-951-5982
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 1
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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EDGEHILL ENDOWMENT PARTNERS LLC

ownership team - last updated 2017-03-23
Name Title Start Date Direct/Indirect % Ownership
SCHERAGO, NINA, F MANAGING PARTNER 08/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EDGEHILL ENDOWMENT PARTNERS LLC MANAGING PARTNER direct 2013-08-01
FOUNDATION ADVISERS, INC. MANAGING DIRECTOR direct 1996-12-01 2001-11-13
SHUMAN, D, ELLEN MANAGING PARTNER 08/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2000-09-01
EDGEHILL ENDOWMENT PARTNERS LLC MANAGING PARTNER direct 2013-08-01
COLABELLA, KENNETH, DANIEL CHIEF FINANCIAL OFFICER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EDGEHILL ENDOWMENT PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2014-05-01
EDGEHILL ENDOWMENT PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2014-05-01
KOGAN, MATTHEW, JASON CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRYN MAWR CAPITAL MANAGEMENT INC VICE PRESIDENT, COO & CFO direct 2006-08-01
BRYN MAWR CAPITAL MANAGEMENT INC VICE PRESIDENT, MANAGING DIRECTOR, COO & CFO direct 2006-08-01
EDGEHILL ENDOWMENT PARTNERS LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER direct 2016-08-01

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