David Readerman
David Readerman is a CFA-designated registered investment advisor at Endurance Capital Partners, LLC, based in San Francisco, CA, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $140K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Endurance also receives a performance allocation equal to 17.5% of net profits. A Fund may offer a “Founders Class” of interests before that Fund launches and for a limited time after launch. Investors in a Founders Class will typically bear a lower asset-based fee and performance allocation than the fees described above. Endurance may also waive fees and performance allocations for certain investors, such as employees and family members.
Fee Estimator
Location
One Ferry Building, Suite 255, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Endurance Capital Partners, LLC
State Registrations1 state
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