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Global Endowment Management, LP logo

Global Endowment Management, LP

Alpha Nasdaq OCIO Indices - Contributor

CHARLOTTE, NC

Form ADV and provider website profile · CRD 157772 · regulatory data as of Aug 28, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Global Endowment Management, LP. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$12.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
46Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$12.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameGLOBAL ENDOWMENT MANAGEMENT, LP

CRD number157772

Firm foundedNot reported

SEC registration dateFeb 24, 2012

Employees82

Advisory professionals23

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

224 W TREMONT AVENUE, CHARLOTTE, NC, 28203

704-333-8282

https://www.geminvestments.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$12.9B

As of Aug 28, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Other Pooled Vehicles61.8%$8.0B
Charities37.8%$4.9B
Other0.4%$48M

Percentages and AUM are shown from the same reported Form ADV client-type records.