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GLOBAL ENDOWMENT MANAGEMENT, LP

CHARLOTTE, NC · CRD 157772 · IAPD ↗ · 704-333-8282

$12.88BRegulatory AUM
23Advisory reps
82Employees
46Clients
0Planning clients
148Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — GLOBAL ENDOWMENT MANAGEMENT, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — GLOBAL ENDOWMENT MANAGEMENT, LP grew from 16 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — GLOBAL ENDOWMENT MANAGEMENT, LP shrank from 20 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.