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Services

The Endowment Directory V 7 now contains the endowment fund name, primary contact name, physical location, AUM, phone number, fax, and email address as well. Collectively the 941 endowment listings in our database control well over $200 Billion in assets.  Our mission is to deliver a comprehensive database of contact listings with assurance that the information is current and accurate. As a result our database is of institutional quality and contains listings that are guaranteed to be accurate.

Guarantee-smallRisk Free Endowment Directory Purchase: Our team offers a dual level quality assurance agreement for our database. First, we provide each client with a free upgrade to the next version of our Endowment Directory. Second, we also provide a per-contact refund for any contact you find within our database that is out-of-date. For example, if 10% of the directory is off or outdated, you receive 40% of your money back. This takes the risk of bad data off of you and puts it back on our team, where it should be.

 

Directory-ExcelDirectory Sample: View an extracted sample of our Excel directory here. Our data is provided within Microsoft Excel format which makes it easy easy to use, take notes in, or import into SalesForce.com or track relationship development within the spreadsheet or by uploading this data into your firm’s own Customer Relationship Management (CRM) system.

 

Here is how our Endowment Directory can benefit you:

  1. You will get instant access to the vast financial resources and capital investments that these endowment funds make every day.
  2. Contact these endowment funds via mail, phone, or email by accessing fully updated contact details on over 900 firms and 3,300 individual contacts to help you schedule more phone calls and meetings.
  3. Become more efficient at accessing well over $200B+ in asset managed by the contacts within our directory of endowments that control that large pool of capital.

Endowment Fund DatabaseSince 2006 our team has invested hundreds of hours hand-building this Endowment Directory and resources. Our research team is composed of professionals in England, Brazil and the United States. Our mission is to deliver a comprehensive database of endowment fund investment contacts with assurance that the information is current and accurate. As a result our database is now of institutional quality and contains over 900+ listings that are guaranteed to be accurate.

We have created the following chart to depict the geographical distribution for the contacts in our exclusive Endowment Directory.  Click each image to enlarge.

Global-Breakdown2 Western-US-By-State2 Eastern-US-By-State2

Database Purchasing Process: If you want to begin using the Endowment Directory today, the next step is to complete the form below. Enter your contact details and credit card number to register for a Endowment Directory. Our team will then email you the Excel spreadsheet directory within 1 business day.

Package Options: We offer three packages as described below which provide different combinations of endowment, family office, and institutional consulting firm contact details in Excel spreadsheets . If you have any questions before purchasing please call us at (212) 729-5067, our United States office is open from 9AM-5PM (Eastern Standard Time)

  • Endowment Database (941 Firms)
  • Institutional Investment Consultants
    Database (480 Firms)
  • Multi-Family Office Database (1,000 Firms)
  • 2 Years of Updates

$1,750

Silver Package

$2,450

Gold Package

$2,750

Platinum Package

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