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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.



The material contained herein has been prepared by EndowBridge® Capital, L.L.C.  (“EndowBridge Capital”). The information contained in this website (the “Website”) is prepared solely for informational and illustrative purposes. The Website and its content are 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. All reports and charts are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are opinions as of the date appearing in this material only, and are subject to change without notice. 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.

Backtested, modeled, or theoretical performance information consists of hypothetical data, and does not reflect trading in actual accounts; it is provided for informational purposes only and hypothetical/model returns are NOT actual returns.  The information contained herein has been obtained from sources believed to be reliable, but no representation or warranty, express or implied, is made as to the information or opinions fairness, accuracy, completeness, correctness 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 his or her investment horizon and risk tolerance to determine investment suitability.  All strategies discussed in our reports place investor capital at risk. References to market or composite indices, benchmarks or other measures of relative market performance are provided for your information only and do not imply ownership of third party data. References to an index do not imply that EndowBridge’s strategies 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’s Strategies are 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.

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. The text, images, and other materials contained or displayed on any EndowBridge Capital product, service, report, email, website, or podcast are proprietary to EndowBridge Capital and constitute valuable intellectual property. All unauthorized reproduction or other use of material from EndowBridge Capital shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy.

EndowBridge Capital expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. EndowBridge Capital reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights. 

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. The recipient should check any email and any attachments for the presence of viruses. EndowBridge Capital accepts no liability for any damage caused by any virus transmitted by this company’s emails, website, or blog. 

Additional information is available upon request.

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