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.