Global Endowment Management, LP
Charlotte, NC·SEC-registered · CRD #157772
Global Endowment Management, LP is an SEC-registered investment advisory firm in Charlotte, NC managing $13B across 46 client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
46
Advisory staff
23
Fee model
Fee-only
How Global Endowment Management, LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Global Endowment Management, LP
How much does Global Endowment Management, LP manage?
Per its most recent SEC Form ADV filing (05/28/2026), Global Endowment Management, LP reports $13B in regulatory assets under management across roughly 46 client accounts.
How does Global Endowment Management, LP charge?
Global Endowment Management, LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Global Endowment Management, LP a fiduciary?
Yes. Global Endowment Management, LP is registered with the U.S. Securities and Exchange Commission (CRD #157772), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Global Endowment Management, LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Global Endowment Management, LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Global Endowment Management, LP's public SEC Form ADV filing (CRD #157772, filed 05/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Global Endowment Management, LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Global Endowment Management, LP? Claim this profile.