GLOBAL ENDOWMENT MANAGEMENT, LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $12.88B |
| Discretionary | $12.88B100% of AUM |
| Client Accounts | 46 |
| Avg Account Size | $280.1M |
| Employees | 82 |
| Peak AUM | $13.17BMar 2022 |
| AUM CAGR | +9.4% /yrover 14 yrs · 81 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $12.9B | +6.8% | +6.8% | +2.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $12.88B |
| Discretionary | $12.88B |
| Employees | 82 |
| Client Accounts | 46 |
| Client Range | 0 |
Contact & Location
Address
224 W TREMONT AVENUE
CHARLOTTE NC 28203
Phone
704-333-8282
Filing History
81 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$12.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm