Patrick James Carolan

Employer firm

Endeavour Investment Partners, LLC CRD 147503

Reported services (Item 5G)

• MARKETING SERVICES FOR MONEY MANAGEMENT FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 06/2025
  Endeavour Investment Partners, Llc
  Hingham, MA
• 10/2008 → Present
  Investment Planners. Inc.
  Decatur, IL
• 08/2008 → 06/2025
  Endeavour Investment Holdings, Llc
  Hingham, MA
• 06/2025 → Present
  Endeavour Investment Holdings, Llc
  Scituate, MA
• 06/2025 → Present
  Endeavour Investment Partners, Llc
  Scituate, MA

Previous Registrations

• 2003-03-27 → 2004-04-02
  Century Capital Management Inc
  Boston, MA

Other Businesses

(1) ENDEAVOUR INVESTMENT PARTNERS, LLC,SCITUATE, MA; START DATE 07/2006; MANAGING PARTNER; MARKETING AND CONSULTING FOR INVESTMENT MANAGERS AND SALES TO INTERMEDIARIES AND INSTITUTIONAL CONSULTANTS; 40+ HR/WK; OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-09
• S63 Uniform Securities Agent State Law Examination
  1989-09-05

Other Names

• Patrick James Carolan
• Patrick James Carolan