Individual
EntityGEM GP, LLCStatusMEMBERReported since12/2019OwnershipOther (general partner, trustee, or elected manager)Control personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 07/2007
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2007
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 03/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Llc Gem Gp | General Partner | 07/2007 | Domestic entity | Yes | Less than 5% |
| Richard S Abraham | Chief Compliance Officer | 01/2010 | Individual | Yes | Less than 5% |
| Lp Global Endowment Partners | Limited Partner | 07/2007 | Domestic entity | Yes | 75% or more |
| Michael David Smith | Chief Market Strategist | 03/2010 | Individual | Yes | Less than 5% |
| Stephanie Schoder Lynch | Managing Partner | 07/2023 | Individual | Yes | Less than 5% |
| Dogan Joaquin Perese | Chief Operating Officer | 09/2023 | Individual | Yes | Less than 5% |
| Matthew Barrett Bank | Chief Investment Officer | 01/2025 | Individual | Yes | Less than 5% |
| Jay Thomas Ripley | Head Of Investments | 01/2023 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVIndividual
EntityGEM GP, LLCStatusMEMBERReported since12/2019OwnershipOther (general partner, trustee, or elected manager)Control personYes
Individual
EntityGEM GP, LLCStatusMEMBERReported since01/2025OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityGLOBAL ENDOWMENT PARTNERS, LPStatusGENERAL PARTNERReported since07/2007OwnershipOther (general partner, trustee, or elected manager)Control personYes
Individual
EntityGEM GP, LLCStatusMEMBERReported since01/2024OwnershipOther (general partner, trustee, or elected manager)Control personYes
Owners & Executives
Source: Form ADVRS
Richard S Abraham
Chief Compliance Officer
MD
Michael David Smith
Chief Market Strategist
SS
Stephanie Schoder Lynch
Managing Partner
DJ
Dogan Joaquin Perese
Chief Operating Officer
MB
Matthew Barrett Bank
Chief Investment Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives8
Indirect ownership records5
Regulatory statusSEC registered investment adviser
SEC registration dateFeb 24, 2012
CRD number157772