Endeavor Management Co (Cedar Rapids)

Endeavor Management Co is a large advisory firm based in Cedar Rapids. It manages $2.72 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Iowa.

Endeavor Management provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Endeavor Management: assets under management

The assets under management (AUM) of Endeavor Management Co is $2.72 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Endeavor Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Endeavor Management Co

Larry Neil Norman has been acting as President since 1 Aug 1999. William Thomas Davis joined the executive team most recently as the Vp Fund Relations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ausa Holding Company (Ausa)	Sole owner of applicant	1 Feb 1991	75% - 100%	52-1549874
Frank A Camp	Secretary	1 Jan 1999	Other	2766422
Larry Neil Norman	Director	1 Aug 1999	Other	719080
David John Bullock	Director	1 Aug 1999	Other	704352
Bart Herbert	Director	1 Aug 1999	Other	4041326
P Michael Pond	Chairman, ceo, president	1 Dec 1999	Other	2003866
Stephen Price	Chief financial officer	1 Dec 1999	75% - 100%	4345900
Larry Neil Norman	Chairman, director	1 Jun 2001	Other	719080
William Thomas Davis	Vp-fund relations	1 Jun 2001	Other	730850
Billy James Berger	Treasurer	1 Jun 2001	Other	1670854
Jerome Charles Vahl	Director	1 Jun 2001	Other	1296288
Brain C Scott	President, ceo, director	1 Jun 2001	Other	4422488
Thomas Raymond Moriarty	Vp operations	1 Jun 2001	Other	1519354
John Kinnley Carter	Vp, sr. counsel	1 Jun 2001	Other	2419234
Allan John Hamilton	Vp-financial reporting cfo	1 Jun 2001	Other	4361570
Brian C Scott	President, ceo, director	1 Jun 2001	Other	4422488

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Aegon Usa	Owner	1 Feb 1991	75% - 100%	42-1310237
Aegon Us Holding Corporation	Owner	1 Feb 1991	75% - 100%	13-3350744
Aegon International N.V.	Owner	1 Feb 1991	75% - 100%	00-0000000
Aegon N.V.	Owner	1 Feb 1991	75% - 100%	00-0000000
Vereniging Aegon	Owner	1 Feb 1991	75% - 100%	00-0000000
Transamerica Holding Company	Owner	1 Oct 1999	75% - 100%	42-1496490

Based in Cedar Rapids

The principal office where Endeavor Management Co performs its advisory services is located at 4333 Edgewood Road Ne, Cedar Rapids, IA 52499, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 319-297-8121 or by fax 319.297.8290. The normal business hours are 8:00 a.m to 4:30 p.m. on Monday - Friday.