Edgehill Endowment Partners

Edgehill Endowment Partners LLC is an investment advisory firm based in New Haven, Connecticut, established in 2013 and owned by Nina F. Scherago. The firm specializes in providing discretionary and non-discretionary investment management services to non-profit endowments, foundations, trusts, and other mission-based institutions with assets exceeding $150 million. As of January 31, 2024, Edgehill manages approximately $2.18 billion of client assets on a fully discretionary basis. For fees, Edgehill charges clients an asset-based advisory fee and may also charge an incentive fee based on yearly net profits. The firm emphasizes best execution in brokerage practices and does not use soft dollars. Clients are provided with monthly or quarterly performance reports and account reviews. Edgehill operates as a fiduciary, with a commitment to transparency and ethical conduct. The firm does not have any disciplinary information or financial industry affiliations to disclose. Clients have the option of granting investment discretion to Edgehill, allowing the firm to make investment decisions on their behalf within specified guidelines. Edgehill does not have custody of client assets, and clients are expected to employ a qualified custodian for their assets.