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Family Endowment Partners, LP (Newton)


Family Endowment Partners, LP is a mid-sized advisory firm based in Newton. It manages $27.97 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Delaware, Florida, and 6 other states.

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Family Endowment Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Family Endowment Partners: assets under management

The assets under management (AUM) of Family Endowment Partners, LP is $27.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.86 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Family Endowment Partners, LP 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Robert Wucker Tishman General partner 1 Dec 1998 75% - 100% 1582874

Based in Newton

The principal office where Family Endowment Partners, LP performs its advisory services is located at 246 Walnut Street, Newton, MA 02460, which is also the mailing address of the firm. An additional office of the firm is in Bethesda, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617.431.2276 or by fax 617-670-4255. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at familyendowment.com.


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