Data / Investment advisers / North Carolina / Global Endowment Management, LP
Global Endowment Management, LP, Charlotte, NC: $12.9 billion AUM, SEC registered investment adviser
Global Endowment Management, LP is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $12.9 billion in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 148 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 157772
- SEC file number
- 801-73314
- SEC status
- Approved, effective February 24, 2012
- Main office
- 224 W Tremont Avenue, Charlotte, NC 28203
- Phone
- (704) 333-8282
- Regulatory AUM
- $12,883,817,810 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $12,883,817,810
- Accounts
- 46
- Employees
- 82, of which 23 give investment advice
- Form of organization
- Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 148: 140 hedge funds, 5 private equity funds, 2 liquidity funds, 1 real estate fund
- Gross assets of private funds
- $25,748,762,590
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $7.96 billion |
| Charitable organizations | 14 | $4.87 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $12.88 billion | March 27, 2026 |
| December 1, 2025 | $12.06 billion | November 25, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sterling Capital Management LLC | Charlotte | $69.23 billion | Not listed | adviserinfo.sec.gov |
| Wells Fargo Investment Institute, Inc. | Charlotte | $43.00 billion | Not listed | adviserinfo.sec.gov |
| Alight Financial Advisors, LLC | Charlotte | $35.05 billion | Not listed | adviserinfo.sec.gov |
| Stepstone Private Wealth | Charlotte | $17.93 billion | 4 | adviserinfo.sec.gov |
| Independent Advisor Alliance, LLC | Charlotte | $17.23 billion | Not listed | adviserinfo.sec.gov |
| Churchill Investment Management LLC | Charlotte | $12.14 billion | Not listed | adviserinfo.sec.gov |
| Adhesion Wealth Advisor Solutions | Charlotte | $11.05 billion | Not listed | adviserinfo.sec.gov |
| Ridgemont Partners Management, LLC | Charlotte | $10.26 billion | 32 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Global Endowment Management, LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.