Ownership stake · Activity not yet classified

Ownership stakes in Endeavor Advisors

Transaction overview

Reported joined

Announced:

Exact closing date not established.

Endeavor Advisors announced that Adam Brennen and Philip Armes joined as partners with ownership stakes in the firm. Brennen joined as President and Armes as Director of Business Advisory. The announcement did not specify stake sizes, transaction mechanics or a closing date.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Endeavor Continues Firmwide Growth with the Addition of Two New Partners ↗

    Endeavor Advisors · Published Apr 9, 2025

    The dated announcement explicitly describes Adam Brennen and Philip Armes joining with ownership stakes. The linked Form CRS separately supplies the exact legal-entity bridge; prior Northern Trust employment is individual career history.

  2. Endeavor Advisors, LLC — Form CRS ↗

    Endeavor Advisors, LLC · Published Mar 27, 2025

    Page 1 of the linked Form CRS identifies Endeavor Advisors, LLC as the investment adviser behind this official domain. This supports legal identity, not the April ownership announcement.

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Ownership stakes in Endeavor Advisors · RIA Monitor