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GLOBAL ENDOWMENT MANAGEMENT, LP
CRD 157772File 801-73314
APPROVED
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.88B
Top 10% of cohort (national)
Discretionary AUM
$12.88B
Clients
41
46 accounts
Employees
82
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 24, 2012
- Principal office
- 224 W TREMONT AVENUE, CHARLOTTE, NC, 28203
- Phone
- 704-333-8282
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.88B
- Discretionary AUM
- $12.88B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 46
- Non-discretionary accounts
- 0
- Total accounts
- 46
- AUM per client
- $314.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $4.87B |
| Pooled investment vehicles | 27 | $7.96B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 46 | 41 | decreased by5 |
| Apr 1, 2026 | Clients | 38 | 46 | increased by8 |
| Apr 1, 2026 | AUM | $12,058,632,203 | $12,883,817,810 | increased by$825,185,607 |
| Apr 1, 2026 | Accounts | 38 | 46 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 68 | 82 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 38 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $13,167,403,572 | $12,058,632,203 | decreased by$1,108,771,369 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 29 | 38 | increased by9 |
| Apr 1, 2022 | Employees | 60 | 68 | increased by8 |
| Apr 1, 2022 | AUM | $11,542,492,135 | $13,167,403,572 | increased by$1,624,911,437 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLOBAL ENDOWMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL ENDOWMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.