ENDI on OTC

ENDI Corp.

ENDI Corp. is an American investment advice company based in Glen Allen, listed on OTC (ENDI).1

Price unavailable

Last updated Oct 20, 2026.

Overview

$9.6MRevenue, fiscal 20232
$2.5MNet income, fiscal 20232

Compare with U S GLOBAL INVESTORS INC, Wright Investors Service Holdings, Inc. or Triller Group Inc., or pick any stock.

  • TickerENDI on OTC1
  • IndustryInvestment Advice1
  • HeadquartersRichmond, Virginia1
  • Incorporated inDE3
  • Business address1806 Summit Ave, Ste 300, Richmond, Va 232303
  • Filer categoryNon-accelerated filer, Smaller reporting company3
  • Legal formCorporation

See how the biggest companies compare on our leaderboards

CrossingBridge investment strategies may employ pre-merger SPACs as part of their portfolios.5 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2023

97.7%Gross margin2
17.9%Operating margin2
26.4%Net margin2
25.5%Revenue growth, 20232
10.9%Return on equity2
$2.6MFree cash flow2

Where the money goes

Where each dollar of revenue went, fiscal 2023

  • Cost of revenue2¢$218.3K
  • Other costs65¢$6.2M
  • Income tax6¢$613.5K
  • Profit26¢$2.5M

Out of $9.6M in revenue.2

Where each dollar of operating cash went, fiscal 2023

  • Capital spending4¢$108.5K
  • Kept or used elsewhere96¢$2.6M

Out of $2.7M of cash from operations.2

Financial statements

Revenue62$9.6M in 2023+124% since 2021
0$2.5M$5.0M$7.5M$10.0M2021: $4.3M$4.3M20212022: $7.6M$7.6M2022+78%2023: $9.6M$9.6M2023+26%
Gross profit62$9.4M in 2023+119% since 2021
0$2.5M$5.0M$7.5M$10.0M2021: $4.3M$4.3M20212022: $7.5M$7.5M2022+76%2023: $9.4M$9.4M2023+24%
Operating income62$1.7M in 2023+15% since 2021
0$500.0K$1.0M$1.5M$2.0M2021: $1.5M$1.5M20212022: $1.1M$1.1M2022−26%2023: $1.7M$1.7M2023+56%
Net income62$2.5M in 2023+68% since 2021
0$1.0M$2.0M$3.0M2021: $1.5M$1.5M20212022: $2.4M$2.4M2022+58%2023: $2.5M$2.5M2023+6%
Fiscal year2020202120222023
Revenue$4.3M6$7.6M2$9.6M2
Cost of revenue$06$103.8K2$218.3K2
Gross profit$4.3M6$7.5M2$9.4M2
Research and development$64.2K6$16.6K6
Operating expenses$2.8M6$6.4M2$7.6M2
Operating income$1.5M6$1.1M2$1.7M2
Income tax$06$06-$191.7K2$613.5K2
Net income$1.5M6$2.4M2$2.5M2
Earnings per share$0.636$0.662$0.462
Earnings per share (diluted)$2,400,000.006$0.662$0.462
Shares (weighted, basic)3.6M shares25.5M shares2
Shares (weighted, diluted)3.6M shares25.5M shares2

Compare ENDI Corp. with another company

Corporate structure

ENDI Corp. sits at the top of its group. 10 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of ENDI Corp.

  • Cohanzick Management, LLC Filed SC 13D on ENDI Corp., latest Aug 22, 2022
  • David K. Sherman Filed SC 13D on ENDI Corp., latest Aug 22, 2022
  • David K. Sherman 1997 Family Trust Filed SC 13D on ENDI Corp., latest Aug 22, 2022
  • Steven L. Kiel Filed SC 13D on ENDI Corp., latest Aug 22, 2022
  • ENDI Corp. Richmond, Virginia
    • Bonhoeffer Capital Management, LLC Subsidiary · New York, United States
    • CrossingBridge Advisors, LLC Subsidiary · Delaware, United States
    • eBuild Ventures, LLC Subsidiary · Delaware, United States
    • Enterprise Diversified, Inc. Subsidiary · Nevada, United States
    • Sitestar.net, Inc. Subsidiary · Virginia, United States
    • Willow Oak Asset Management Affiliate Management Services, LLC Subsidiary · Delaware, United States
    • Willow Oak Asset Management Fund Management Services, LLC Subsidiary · Delaware, United States
    • Willow Oak Asset Management, LLC Subsidiary · Delaware, United States
    • Willow Oak Capital Management, LLC Subsidiary · Delaware, United States

Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What ENDI Corp. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$108.5K2 Dec 31, 2023$3.4K2 Dec 31, 2022+3062.4%
Accumulated depreciation$1.8K2 Dec 31, 2023$3.4K2 Dec 31, 2022−47.3%
Property and equipment, net$106.7K2 Dec 31, 2023$06 Dec 31, 2022

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$9.0M2 Dec 31, 2023$10.7M2 Dec 31, 2022−16.0%
Equity securities at fair value$7.7M2 Dec 31, 2023$5.9M2 Dec 31, 2022+31.6%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$737.9K2 Dec 31, 2023$737.9K2 Dec 31, 20220%
Intangible assets, net (excluding goodwill)$3.2M2 Dec 31, 2023$1.2M2 Dec 31, 2022+157.8%
Finite-lived intangibles, gross$3.6M2 Dec 31, 2023$1.3M2 Dec 31, 2022+184.2%
Accumulated amortization-$411.1K2 Dec 31, 2023-$31.1K2 Dec 31, 2022−1223.1%
Finite-lived intangibles, net$3.2M2 Dec 31, 2023$1.2M2 Dec 31, 2022+157.8%

Leadership

Who has led ENDI Corp., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. David K. Sherman2022

Chief financial officer

  1. Alea Ann Kleinhammer2022–2023
2025
Board members and other officers (6)

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • Bonhoeffer Capital Management, LLC New York4
  • CrossingBridge Advisors, LLC Delaware4
  • Enterprise Diversified, Inc. Nevada4
  • Sitestar.net, Inc. Virginia4
  • Willow Oak Asset Management Affiliate Management Services, LLC Delaware4
  • Willow Oak Asset Management Fund Management Services, LLC Delaware4
  • Willow Oak Asset Management, LLC Delaware4
  • Willow Oak Capital Management, LLC Delaware4
  • eBuild Ventures, LLC Delaware4

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

  1. Jan 12, 20248-K Entered a material agreement; Other events16
  2. Aug 1, 20238-K Entered a material agreement17
  3. May 22, 20238-K Shareholder vote18
  4. May 2, 20238-K Entered a material agreement19
  5. Nov 23, 20228-K Entered a material agreement; Other events20
  6. Oct 24, 20228-K Financial statements and exhibits21
  7. Sep 1, 20228-K Entered a material agreement22
  8. Aug 22, 2022New chief executive David K. Sherman becomes CEO9
  9. Aug 18, 20228-K Entered a material agreement; Unregistered sale of shares23
  10. Aug 12, 20228-K Other events24
  11. Aug 12, 20228-K Entered a material agreement; Completed an acquisition or sale; Executive or director change25

Filings

69 filings to the SEC since October 2021: 2 annual reports, 5 quarterly reports, 10 major events, 20 insider forms, 4 large holders, 1 private raises, 27 other. The latest 20:

  1. Dec 3, 2025144 EDGAR
  2. Jun 24, 2025144 EDGAR
  3. Apr 1, 202410-K EDGAR
  4. Jan 24, 2024EFFECT EDGAR
  5. Jan 18, 2024S-8 POS EDGAR
  6. Jan 18, 2024POS AM EDGAR
  7. Jan 12, 202415-12G EDGAR
  8. Jan 12, 20248-K EDGAR
  9. Nov 13, 202310-Q EDGAR
  10. Aug 11, 202310-Q EDGAR
  11. Aug 1, 20238-K EDGAR
  12. May 22, 20238-K EDGAR
  13. May 15, 202310-Q EDGAR
  14. May 2, 20238-K EDGAR
  15. Apr 11, 2023DEFA14A EDGAR
  16. Apr 11, 2023DEF 14A EDGAR
  17. Mar 30, 202310-K EDGAR
  18. Mar 2, 20234 030223 KLEINHAMMER FORM 4 EDGAR
  19. Mar 2, 20234 030223 POSNER FORM 4 EDGAR
  20. Mar 2, 20234 030223 GUPTA FORM 4 EDGAR

The 69 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

5 open-market trades by officers, directors and large owners since October 2021: 5 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 18, 2022Gupta Mahendra RDirectorBuy10,000$5.37$53.7KForm 4
Aug 18, 2022Sherman David K.Chief Executive OfficerBuy266,500$5.37$1.4MForm 4
Aug 18, 2022MCDONNELL THOMAS ADirectorBuy60,000$5.37$322.2KForm 4
Aug 18, 2022Kleinhammer Alea AnnChief Financial OfficerBuy1,500$5.37$8.1KForm 4
Aug 18, 2022Greer Jessica L.SecretaryBuy1,000$5.37$5.4KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Money raised

Private offerings the company reported to the SEC on Form D.

  1. Aug 18, 2022Raised $2.2 million in a private offering of equity Form D: 13 investors so far Form D

SEC filer profile

How ENDI Corp. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARENDI Corp.1
  • CIK0001908984
  • Employer ID (EIN)87-42846051
  • Filer statusNon-accelerated filer<br>smaller reporting company1
  • Incorporated inDelaware1
  • Fiscal year endsDecember 311
  • Industry code (SIC)6282 Investment Advice1
  • SEC reviewing officeOffice of Finance, Division of Corporation Finance1
  • Business address1806 Summit Ave, Ste 300, Richmond, VA 232301
  • Phone(434) 336-77371
  • Shares outstanding1,800,000 as of May 12, 202330
  • Public float$6.8M as of Jun 30, 20232
  • On EDGAR sinceFeb 3, 20221
  • Filings69 in all: 3 (10), 4 (10), 8-K (9), S-4/A (6), 10-Q (5), SC 13D (4), UPLOAD (4), 10-K (2)1
    All 24 form types

    144 (2), CORRESP (2), EFFECT (2), 15-12G (1), 424B3 (1), 8-A12G (1), 8-K/A (1), D (1), DEF 14A (1), DEFA14A (1), DEL AM (1), NT 10-Q (1), POS AM (1), S-4 (1), S-8 (1), S-8 POS (1)

  • Latest filingsAnnual report (10-K) Apr 1, 2024
    Quarterly report (10-Q) Nov 13, 2023
    Proxy statement (DEF 14A) Apr 11, 2023
    Latest 8-K (8-K) Jan 12, 2024

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
  13. 13
  14. 14
  15. 15
  16. 16
  17. 17
  18. 18
  19. 19
  20. 20
  21. 21
  22. 22
  23. 23
  24. 24
    SEC EDGAROther events
  25. 25
  26. 26
  27. 27
  28. 28
  29. 29
  30. 30