Unclaimed Profile

David John Clifford

ENDOWMENT ADVISERS, L.P.·HOUSTON, Texas

SIE, Series 6TO, Series 7, Series 63, Series 66Clean record17 years registeredENDOWMENT ADVISERS, L.P.

4265 SAN FELIPE, HOUSTON, TX 77027-2920CRD# 4771021Firm CRD# 129346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David John Clifford · HOUSTON, TX

Registration

CRD #4771021 · ENDOWMENT ADVISERS, L.P. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ENDOWMENT ADVISERS, L.P.

KINGS PATH PARTNERS LLC

Apr 2017 – Dec 2017

SUGAR LAND, TX

SALIENT CAPITAL ADVISORS, LLC

Apr 2011 – Apr 2013

HOUSTON, TX

INTEGRITY CAPITAL, LLC

Feb 2011 – Apr 2013

HOUSTON, TX

ENDOWMENT ADVISERS, L.P.

May 2009 – Apr 2013

HOUSTON, TX

GHE ADVISERS, L.P.

May 2009 – Oct 2011

HOUSTON, TX

SALIENT ADVISORS, L.P.

May 2009 – Apr 2013

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 63

Series 66

Registration record

First registered · May 4, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENDOWMENT ADVISERS, L.P.

CRD 129346 · SEC 801-62618

AUM

$527M

Regulatory assets under management

Employees

16 client accounts

Services offered by ENDOWMENT ADVISERS, L.P.

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at ENDOWMENT ADVISERS, L.P. →

Introduction

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Frequently Asked Questions

What services does David John Clifford offer?

David John Clifford specializes in Investment Management, Retirement Planning.

What are David John Clifford's credentials?

David John Clifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David John Clifford located?

David John Clifford is based in HOUSTON, Texas, last registered with ENDOWMENT ADVISERS, L.P..

How does David John Clifford charge for services?

David John Clifford's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENDOWMENT ADVISERS, L.P.?

ENDOWMENT ADVISERS, L.P. has approximately 8 employees and manages $527M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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