Global Endowment Management, LP
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 157772
- Registered since
- February 24, 2012
- Website
- www.globalendowment.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles61.8%
- Charitable Organizations37.83%
- Other0.37%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Global Endowment Management, LP is a partnership-structured investment manager registered with the SEC since 2012 that serves institutional clients. The firm operates across multiple product types — hedge funds, private equity, real estate vehicles and pooled investment strategies — and performs fiduciary portfolio management for pooled vehicles as well as for businesses and institutional accounts. It also acts as sponsor, general partner and managing member for pooled vehicles and is registered as a CPO/CTA. Compensation includes both percentage-of-assets and performance-based fees. The firm reports it is not an active ESG investor and is not organized as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Private Funds16%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3Matthew Bank
Co-Chief Investment OfficerCRD 5019752
Richard Abraham
Chief Financial OfficerCRD 2506581
Dogan Perese
Chief Operating OfficerCRD 7818754
Contacts
3 of 3
Stephanie Lynch
Managing PartnerCRD 7246070
Michael Smith
PartnerCRD 6271234
Jay Ripley
Head of InvestmentsCRD 4909410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$796M in ETFs
100%
$793M
<1%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $141M | 1,018,695 | 17.70% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 224 W Tremont Ave
- Time zone
- ET (UTC-5)
- Office locations
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