Global Endowment Management, Lp
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Overview
Global Endowment Management, Lp operates as a financial advisor company located in Charlotte, North Carolina. It handles $10.6 billion in assets under management throughout 30 accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). The firm has an average-sized team, including 20 financial advisors. Global Endowment Management, Lp is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as options, bonds and stocks.
Global Endowment Management, Lp administers all of the company's client assets on a discretionary basis. Discretionary management signifies that transaction decisions for the client's account are made by an investment advisor without needing to seek client authorization. The firm oversees roughly $352.7 million in assets for every client account. The average advisor at Global Endowment Management, Lp administers about two client accounts, making it one of the most personalized firms in the country.
Global Endowment Management, Lp's central office is at 224 W Tremont Avenue, Charlotte, North Carolina 28203. Global Endowment Management, Lp is allowed to provide services to clients in the state of North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Global Endowment Management, Lp by the Numbers
$10.6 billion
77
30
$352.7 million
Fee Structure
Financial management fees depend on which services the firm provides the client. However, fee types charged by the firm most likely are comprised of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Global Endowment Management, Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to pooled investment vehicles and charitable organizations. Out of its 30 accounts, Global Endowment Management, Lp's largest client group by number of accounts is pooled investment vehicles. Just 3% of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 59.38%
- Charitable Organizations - 40.62%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Global Endowment Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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