People and Ideas that Work.
Patrick J. Carolan is a registered representative of Investment Planners, Inc., member FINRA/SIPC.
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How We Work
Founded in 2006, Endeavour helps boutique investment managers compete. We work with investment managers at the moments that count: launching a fund, rebranding a strategy, and opening new channels. We know the institutional and intermediary markets, we know the people in them, and we get the work done.
Where are you?
Where you are shapes the next step and the questions worth asking.
Our Capabilities
Our Foundations
We only take on managers we believe in. Then our job is simple: make sure the right allocators see what we see. We tell your story clearly, and we stand behind it.
Distribution isn't one conversation. It's many, across channels, people and years. We map them all, so every meeting, deck and email tells the same story.
Ideas only matter if they reach the right people. We run the distribution process from positioning and first outreach through due diligence, with the follow-through institutional investors expect.
The measure of a great firm is not the complexity of its models, but the clarity of its judgment and the integrity of its people.
Endeavour Investment Partners · Founding Principles
People & Advisors
Founder & Managing Partner
Patrick founded Endeavour with Cale Graham in 2006 to help boutique investment managers compete. When a client needs a specialist in distribution, marketing, or compliance, he brings one in.
Check Patrick J. Carolan's background on FINRA BrokerCheck
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