Private fund adviser · Charlotte, NC
Global Endowment Management, LP
SEC-registered investment adviser · CRD 157772 · SEC 801-73314
At a glance
Global Endowment Management, LP is an SEC-registered investment adviser based in Charlotte, North Carolina, with $12.9 billion in regulatory assets under management as of its Form ADV filed August 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 517th of 4,686 private fund advisers and 1,159th of 17,210 SEC-registered advisers by assets.
Main office 704-333-8282geminvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $13B
- Rank among private fund advisers
- #517 of 4,686
- Rank among all SEC RIAs
- #1,159 of 17,210
- Rank in North Carolina
- #11 of 288
- Clients
- 46
- Accounts
- 46
- Discretionary
- 100% of AUM
- Employees
- 82
- Advisory staff
- 23
- Offices
- 2
Owners and executives on its Form ADV
- Richard S AbrahamChief Compliance Officer
- Michael D. SmithChief Market Strategist
- Stephanie S. LynchManaging Partner
- Dogan J. PereseChief Operating Officer
- Matthew B. BankChief Investment Officer
- Jay T. RipleyHead of Investments
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 27 | $8.0B | 62% |
| Charitable organizations | 14 | $4.9B | 38% |
| Other | 5 | $48M | <1% |
Private funds
Global Endowment Management, LP reports 148 private funds with $26B in gross assets: hedge funds, private equity funds, real estate funds, liquidity funds (Form ADV Item 7.B).
Disciplinary disclosures
Global Endowment Management, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗geminvestments.com ↗
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The full record on Global Endowment Management, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 890 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Global Endowment Management, LP manage?
Global Endowment Management, LP reports $12.9 billion in regulatory assets under management across 46 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 28, 2026.
What kind of firm is Global Endowment Management, LP?
Global Endowment Management, LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Global Endowment Management, LP’s clients?
By assets, its largest client types are pooled investment vehicles ($8.0 billion, 27 clients); charitable organizations ($4.9 billion, 14 clients); other ($48 million, 5 clients).
Does Global Endowment Management, LP manage private funds?
Yes. It reports 148 private funds with $25.7 billion in gross assets, including hedge funds, private equity funds, real estate funds, liquidity funds.
Does Global Endowment Management, LP have any disciplinary history?
Global Endowment Management, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Global Endowment Management, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →