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ENDI Corp

Full company profile

uuid0042otv

Namestring
ENDI Corp
Legal namestring
ENDI Corp.
Websiteurl
endicorp.com
Company typeenum
Public
Founded yearstring
-
Operating statusenum
Operating
Ownership categoryenum
akta.pro rankint
HeadquartersGlen Allen, United States
HQ citystring
Glen Allen
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment advisory services, asset management, mutual fund management, internet services, holding company operations
Industry1 code
1Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs)
CodeFSAAABAMPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Asset Management & Investment Advisory
No data
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Asset Management and Financial Services
TypeManaged Services
Description

ENDI Corp generates revenue through its portfolio of companies focused on asset management and financial services. The company invests in growing companies and manages investment advisory services through subsidiaries including Cohanzick Management, LLC (investment management) and CrossingBridge Advisors, LLC (mutual funds and ETFs).

endicorp.com
2Opportunistic Investments
TypeSubscription Recurring
Description

The company opportunistically invests in companies across sectors that are achieving positive results and have opportunities to grow, generating returns through capital appreciation and investment income.

endicorp.com
Marketing channels2 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components3 values
Personnel, Operations, Technology or R&D
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

ENDI Corp is a holding company primarily focused on financial products and services. Through its subsidiary CrossingBridge Advisors, LLC, it provides investment advisory services to mutual funds and exchange traded funds with strategies spanning ultra-short duration, low duration high yield, responsible credit, and SPACs. It also operates Cohanzick Management for investment management to institutional and accredited investors, manages internet operations under Sitestar.net, and opportunistically invests in growing companies across sectors.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • 38% revenue growth to $21.3 million in recent period
Product overview1 text field

ENDI Corp operates as a financial products and services company with two primary business segments: CrossingBridge Advisors (investment advisory for mutual funds and ETFs with strategies including ultra-short duration, low duration high yield, responsible credit, and SPACs) and Sitestar.net (consumer and business-grade internet access, wholesale managed modem services, and web hosting across the US and Canada). The company is also opportunistically investing in growing companies across various sectors.

Product and service3 records
1CrossingBridge Advisors Investment Advisory
CategoryInvestment Advisory
Description

Investment advisory services to mutual funds and exchange-traded funds focused on ultra-short duration, low duration high yield, responsible credit, and special purpose acquisition companies (SPACs) strategies. Target clients are mutual fund and ETF sponsors/boards.

2Sitestar.net Internet Services
CategoryInternet Services
Description

Consumer and business-grade internet access, wholesale managed modem services, web hosting, and ancillary services delivered to customers in the United States and Canada.

3Cohanzick Management Investment Management
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership3 partners
Strategic tierCoreTypeChannel Partner/ Reseller/ DistributorAnnounced on2016-12-01
Description

CrossingBridge Advisors, LLC is a subsidiary of ENDI Corp founded in December 2016 by David Sherman. The company offers investment advisory services to mutual funds and exchange traded funds focused on investment strategies including ultra-short duration, low duration high yield, responsible credit, and special purpose acquisition companies (SPACs).

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

ENDI Corp's Internet Operations are managed under Sitestar.net. Sitestar.net offers consumer and business-grade internet access, wholesale managed modem services, web hosting, and various ancillary services to customers in the United States and Canada.

Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Cohanzick Management, LLC is a portfolio company of ENDI Corp founded by David Sherman, who serves as founder, president, and senior portfolio manager. The company provides investment management services with 30+ years of investment management experience, previously involved in Leucadia National Corporation's corporate investments and acquisitions.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers8 records
TypeDirect peer
Description

Publicly traded multi-affiliate asset manager operating multiple differentiated investment franchises under one holding company, directly comparable to ENDI's holding company structure that houses multiple specialized investment strategies (CrossingBridge, Cohanzick).

TypeDirect peer
Description

Publicly traded specialty asset manager focused on real assets and income-oriented strategies for institutional and individual investors, comparable to ENDI in being a focused, publicly listed specialty manager with concentrated strategy offerings.

TypeDirect peer
Description

Publicly traded high-value-add active asset manager with a multi-strategy approach across equities, fixed income, and alternatives — a comparable publicly listed specialty active manager of similar scale facing similar institutional competition dynamics.

TypeDirect peer
Description

Multi-affiliate public asset manager offering multiple equity, fixed income, and alternative product strategies through independent investment managers — closely analogous to ENDI's strategy of housing distinct product franchises at CrossingBridge Advisors.

TypeDirect peer
Description

Specialist asset manager focused on credit and income-oriented strategies across CEFs, SMAs, and ETFs — closely comparable niche in the credit and income sleeve where CrossingBridge Advisors competes.

TypeDirect peer
Description

Independent boutique asset manager specializing in high-yield credit and structured credit strategies with mutual fund, ETF, and separately managed account offerings — directly comparable to CrossingBridge's low duration high yield and responsible credit strategies.

TypeEmerging player
Description

Publicly traded specialty investment firm focused on credit and CLO-related strategies with a niche institutional investor base, comparable to CrossingBridge's responsible and high-yield credit offerings at a smaller scale.

TypeBroad incumbent
Description

Large global publicly traded asset manager offering ETFs, mutual funds, and SMAs across essentially every specialty strategy that CrossingBridge operates in — represents the broad incumbent competitive set ENDI competes against for institutional distribution.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles7 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries2 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment1 record

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

ENDI Corp

Asset Management & Investment Advisoryendicorp.com

ENDI Corp firmographics

Firmographics
Name
ENDI Corp
Legal name
ENDI Corp.
Website
https://endicorp.com
Company type
Public
Operating status
Operating
Ownership category
akta.pro rank

ENDI Corp industry classification

Industry
Product category
Asset Management & Investment Advisory
NAICS
Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

  • Investment advisory services
  • Asset management
  • Mutual fund management
  • Internet services
  • Holding company operations

Where ENDI Corp is headquartered

Location

Headquarters

HQ city
Glen Allen
HQ country
United States
HQ region
North America

Offices1 record

Markets served

ENDI Corp business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D

Revenue model

  1. Asset Management and Financial Services: ENDI Corp generates revenue through its portfolio of companies focused on asset management and financial services. The company invests in growing companies and manages investment advisory services through subsidiaries including Cohanzick Management, LLC (investment management) and CrossingBridge Advisors, LLC (mutual funds and ETFs).
  2. Opportunistic Investments: The company opportunistically invests in companies across sectors that are achieving positive results and have opportunities to grow, generating returns through capital appreciation and investment income.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

ENDI Corp product offering

Product offering

Core offering

ENDI Corp is a holding company primarily focused on financial products and services. Through its subsidiary CrossingBridge Advisors, LLC, it provides investment advisory services to mutual funds and exchange traded funds with strategies spanning ultra-short duration, low duration high yield, responsible credit, and SPACs. It also operates Cohanzick Management for investment management to institutional and accredited investors, manages internet operations under Sitestar.net, and opportunistically invests in growing companies across sectors.

Product overview

ENDI Corp operates as a financial products and services company with two primary business segments: CrossingBridge Advisors (investment advisory for mutual funds and ETFs with strategies including ultra-short duration, low duration high yield, responsible credit, and SPACs) and Sitestar.net (consumer and business-grade internet access, wholesale managed modem services, and web hosting across the US and Canada). The company is also opportunistically investing in growing companies across various sectors.

Differentiator

Problem solved

Functional benefit

Products and services

  • CrossingBridge Advisors Investment Advisory Investment advisory services to mutual funds and exchange-traded funds focused on ultra-short duration, low duration high yield, responsible credit, and special purpose acquisition companies (SPACs) strategies. Target clients are mutual fund and ETF sponsors/boards.
  • Sitestar.net Internet Services Consumer and business-grade internet access, wholesale managed modem services, web hosting, and ancillary services delivered to customers in the United States and Canada.
  • Cohanzick Management Investment Management

Quantifiable outcome

  • 38% revenue growth to $21.3 million in recent period

Companies that use ENDI Corp

Customer profile

Segments1 record

Ideal customer profiles2 records

ENDI Corp technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

ENDI Corp partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core.

  • CrossingBridge Advisors, LLCcoreChannel Partner/ Reseller/ Distributor · 1 December 2016CrossingBridge Advisors, LLC is a subsidiary of ENDI Corp founded in December 2016 by David Sherman. The company offers investment advisory services to mutual funds and exchange traded funds focused on investment strategies including ultra-short duration, low duration high yield, responsible credit, and special purpose acquisition companies (SPACs).
  • Sitestar.netcoreChannel Partner/ Reseller/ DistributorENDI Corp's Internet Operations are managed under Sitestar.net. Sitestar.net offers consumer and business-grade internet access, wholesale managed modem services, web hosting, and various ancillary services to customers in the United States and Canada.
  • Cohanzick Management, LLCcoreChannel Partner/ Reseller/ DistributorCohanzick Management, LLC is a portfolio company of ENDI Corp founded by David Sherman, who serves as founder, president, and senior portfolio manager. The company provides investment management services with 30+ years of investment management experience, previously involved in Leucadia National Corporation's corporate investments and acquisitions.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

ENDI Corp competitors and assessment

Company assessment

Direct peers

  • Victory Capital Holdings: Publicly traded multi-affiliate asset manager operating multiple differentiated investment franchises under one holding company, directly comparable to ENDI's holding company structure that houses multiple specialized investment strategies (CrossingBridge, Cohanzick).
  • Cohen & Steers: Publicly traded specialty asset manager focused on real assets and income-oriented strategies for institutional and individual investors, comparable to ENDI in being a focused, publicly listed specialty manager with concentrated strategy offerings.
  • Artisan Partners Asset Management: Publicly traded high-value-add active asset manager with a multi-strategy approach across equities, fixed income, and alternatives — a comparable publicly listed specialty active manager of similar scale facing similar institutional competition dynamics.
  • Virtus Investment Partners: Multi-affiliate public asset manager offering multiple equity, fixed income, and alternative product strategies through independent investment managers — closely analogous to ENDI's strategy of housing distinct product franchises at CrossingBridge Advisors.
  • Tortoise Capital Advisors: Specialist asset manager focused on credit and income-oriented strategies across CEFs, SMAs, and ETFs — closely comparable niche in the credit and income sleeve where CrossingBridge Advisors competes.
  • Angel Oak Capital Advisors: Independent boutique asset manager specializing in high-yield credit and structured credit strategies with mutual fund, ETF, and separately managed account offerings — directly comparable to CrossingBridge's low duration high yield and responsible credit strategies.

Emerging players

  • Eagle Point Credit Company: Publicly traded specialty investment firm focused on credit and CLO-related strategies with a niche institutional investor base, comparable to CrossingBridge's responsible and high-yield credit offerings at a smaller scale.

Broad incumbents

  • Invesco: Large global publicly traded asset manager offering ETFs, mutual funds, and SMAs across essentially every specialty strategy that CrossingBridge operates in — represents the broad incumbent competitive set ENDI competes against for institutional distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

ENDI Corp financial estimates

Financial estimate

Revenue estimate

Valuation estimate

ENDI Corp leadership team

Management profile

Number of profiles

Profiles7 records

ENDI Corp subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

ENDI Corp funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

ENDI Corp M&A and investment

M&A and investment

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ENDI Corp

What does ENDI Corp do?

ENDI Corp is a holding company primarily focused on financial products and services. Through its subsidiary CrossingBridge Advisors, LLC, it provides investment advisory services to mutual funds and exchange traded funds with strategies spanning ultra-short duration, low duration high yield, responsible credit, and SPACs. It also operates Cohanzick Management for investment management to institutional and accredited investors, manages internet operations under Sitestar.net, and opportunistically invests in growing companies across sectors.

Is ENDI Corp a public or private company?

ENDI Corp is a public company. It is classified as public and is currently operating.

When was ENDI Corp founded?

ENDI Corp was founded in -1.

Where is ENDI Corp based?

ENDI Corp is headquartered in Glen Allen, United States, in the North America region.

How does ENDI Corp make money?

Two revenue lines are on record. Asset Management and Financial Services are the primary driver. The others are opportunistic Investments.

Who are ENDI Corp's main competitors?

Direct peers on record are Victory Capital Holdings, Cohen & Steers, Artisan Partners Asset Management, Virtus Investment Partners, Tortoise Capital Advisors and Angel Oak Capital Advisors. Eagle Point Credit Company is listed as an emerging player. Invesco is listed as a broad incumbent.

Does ENDI Corp have an API?

No public API is recorded for ENDI Corp.

What industry is ENDI Corp in?

ENDI Corp's product category is Asset Management & Investment Advisory. Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 52394 and its SIC code is 6282.

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Live signals
GlobeNewswireStockwik has completed the directed share issue of 900,000 shares at SEK 23,00 per share to ENDI Corp.Stockwik Förvaltning AB completed a directed share issue of 900,000 shares to ENDI Corp. at SEK 23.00 per share, raising gross proceeds of SEK 20.7 million. The share issue, which was subject to FDI clearance from the Swedish Inspectorate for Strategic Products, increased the company's total shares from 6,311,041 to 7,211,041. CEO Urban Lindskog welcomed ENDI Corp. as Stockwik's new main shareholder, noting that other large shareholders also increased their holdings at a price above the current market price.GlobeNewswireFDI clearance has been received for the directed share issue of 900,000 shares to ENDI CorpStockwik Förvaltning AB announced the completion of a directed share issue of 900,000 shares to ENDI Corp at SEK 23 per share, following receipt of FDI clearance from the Swedish Inspectorate for Strategic Products. The company will receive gross proceeds of SEK 20.7 million, and the transaction is expected to be completed by November 17, 2025. Concurrently, board members Rune Rinnan, Olof Nordberg, and Oskar Lindström are selling approximately 14.1 percent of their total shares in the company to ENDI Corp, Henrik Scharp, and Anders Lindqvist at the same price per share.GlobeNewswireStockwik publishes quarterly report January 1 - September 30, 2025Swedish holding company Stockwik Förvaltning AB published its Q1-Q3 2025 quarterly report showing continued organic growth of 5.7% in net sales reaching MSEK 631.3, though the company reported widened losses with profit after tax at MSEK -19.3 compared to MSEK -12.2 in the prior year period. Following the reporting period, Stockwik's Board approved a directed new share issue of MSEK 20.7 to ENDI Corp. to strengthen the capital structure, with major shareholders agreeing to sell shares subject to FDI approval.GlobeNewswireStockwik has resolved on a directed share issue of 900,000 shares to ENDI Corp at SEK 23 per share, subject to FDI clearanceStockwik's board resolved a directed share issue of 900,000 shares to ENDI Corp at SEK 23 per share, subject to FDI clearance. The price is a 10% premium to the closing price on 7 October 2025, and ENDI Corp expects clearance in November 2025. If not obtained by 31 December 2025, both parties may terminate the deal.GlobeNewswireENDI Corp. Announces Planned SEC Deregistration and Transfer of Trading to OTC Pink MarketENDI Corp. announced it will file a Form 15 with the SEC on January 12, 2024, to deregister its Class A common stock, suspending reporting obligations. Trading will move from OTCQB to OTC Pink, with no guarantee of continued market. The company expects reduced operating expenses from eliminating SEC reporting costs.PR NewswireSHAREHOLDER ALERT: WeissLaw LLP Reminds VCRA, SYTE, EPAY, and TACO Shareholders About Its Ongoing InvestigationsWeissLaw LLP issued a shareholder alert announcing investigations into possible breaches of fiduciary duty by the boards of four companies in connection with pending acquisitions: Vocera Communications being acquired by Stryker Corporation for $79.25/share, Enterprise Diversified merging with CrossingBridge Advisors to form ENDI Corp, Bottomline Technologies being acquired by Thoma Bravo for $57.00/share, and Del Taco Restaurants being acquired by Jack in the Box Inc. for $12.51/share. The law firm is reaching out to shareholders of each company to discuss the investigations and potential legal remedies related to the proposed deal terms.