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In addition to Endowment Research Group’s multi-asset class endowment-style family office, the firm invests directly as a Lower Middle Market private equity subsidiary focused on businesses that have between $5 million and $150 million in annual revenues.


Disciplined Capital

We invest into growth-oriented businesses with exceptional fundamentals, competitive advantage, and operating leadership. Patient investors, we are committed to achieving strong long-term outcomes through acquisitions and organic growth.



Private Equity
First Class Private Companies at Attractive Valuations

In order to capture 1% improvement opportunities, we place an emphasis on doing little things right.


“Treat growth … as a science, not an art form. Follow-up with same kind of rigor at your operations management”


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