← Directory
GLOBAL ENDOWMENT MANAGEMENT, LP
CRD 157772File 801-73314
APPROVED
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 46 | 41 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.