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GLOBAL ENDOWMENT MANAGEMENT, LP

224 W Tremont Avenue
Charlotte, North Carolina 28203
Tel: 704-333-8282

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About GLOBAL ENDOWMENT MANAGEMENT, LP

GLOBAL ENDOWMENT MANAGEMENT, LP, formally registered with the SEC as GLOBAL ENDOWMENT MANAGEMENT, LP. The firm was established in 02/24/2012. They have over 1 offices throughout the country.

GLOBAL ENDOWMENT MANAGEMENT, LP is a Charlotte, North Carolina based Financial Planning firm with nearly $11,558,231,568 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 72 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157772
SEC#801-73314
Assets Managed by Firm$11,558,231,568
No. of Clients33
No. of Advisors72

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total33$11,558,231,568
Charitable organizations14$4,831,202,129

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