Global Endowment Management, LP
Alpha Nasdaq OCIO Indices - ContributorCHARLOTTE, NC
Form ADV and provider website profile · CRD 157772 · regulatory data as of Aug 28, 2026
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.
$12.9BTotal Firm AUM
$12.9BDiscretionary AUM
$0Non-discretionary AUM
46Total accounts
46Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$12.9BFirm AUM
Other Pooled Vehicles61.8%
Charities37.8%
Other0.4%
Reported Client Types
Source: Form ADV client recordsOther Pooled Vehicles61.8%
27 clients$8.0B firm assets
Charities37.8%
14 clients$4.9B firm assets
Other0.4%
5 clients$48M firm assets
Reported total46 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other Pooled Vehicles | $8.0B | 27 | 61.8% |
| Charities | $4.9B | 14 | 37.8% |
| Other | $48M | 5 | 0.4% |
| Reported total | $12.9B | 46 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…