SEC Info

For a complete compilation of Investment Adviser Firms currently registered with the SEC and states securities regulators, search for our firm on the SEC’s Investment Adviser Public Disclosure (IAPD)  website or click here: EndowBridge Capital.


See the IAPD website for more details about the founder or click here: Michael Karris.


DISCLAIMER: This material has been prepared by EndowBridge® Capital, L.L.C.  The information contained in this website (the “Website”) is prepared solely for informational and illustrative purposes. The Website is neither an offer to buy or sell, nor a solicitation of an offer to buy or sell any security, or interests or shares in any fund or strategy. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice.


Backtested, modeled, or theoretical performance is hypothetical and does not reflect trading in actual accounts and is provided for informational purposes.  Historical data and other information contained herein are believed to be reliable but no representation is made as to its accuracy or completeness or suitability for any specific purpose. Past performance is not indicative of future performance, which may vary and a loss of principal may occur.  There can be no assurance that the strategy’s investment objectives will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn.  All strategies in this Website place investor capital at risk. Legacy Strategy returns are based on the “EndowBridge Legacy Fund LP”, a managed separate account at Interactive Brokers.


No part of this Website may be reproduced in any manner, in whole or in part, without the prior written permission of EndowBridge Capital, L.L.C. References to market or composite indices, benchmarks or other measures of relative market performance over a specified period of time are provided for your information only. Reference to an index does not imply that the EndowBridge Legacy Strategy will achieve returns, volatility or other results similar to the index. The composition of a benchmark index may not reflect the manner in which the EndowBridge Legacy Strategy is constructed in relation to expected or achieved returns, investment holdings, portfolio guidelines, correlations or tracking error targets, all of which are subject to change over time.


Prospective investors should not rely on this Website in making any investment decisions. EndowBridge Legacy Strategy’s rebalancing process is designed to manage and monitor the risk of asset allocations growing beyond predetermined limits, but it should not be confused with, and does not imply, low risk. Asset classes and their weightings in the EndowBridge Legacy Strategy may change at any time without notice.  This strategy invests in assets – such as index funds of smaller or emerging market companies – that may have greater risks than is generally associated with owning an index fund of larger, more established companies, and thus can result in significant capital losses that may have a detrimental effect on the value of the portfolio.  EndowBridge Capital does not provide tax advice to its clients and all investors are urged to consult with their tax advisers with respect to any potential investment.


EndowBridge Capital and its owners disclaim any and all liability relating to this Website, including without limitation any express or implied representations or warranties for statements contained in, and omissions from, this information.

© 2020 by EndowBridge®​​​ Capital​, LLC. 

EndowBridge is a registered trademark of EndowBridge Capital, LLC.  All Rights Reserved.