Managers/Private equity/Wisconsin/Endowment Wealth Management

Endowment Wealth Management

Endowment Wealth Management is a private equity and venture manager in Appleton, WI. It is registered with the SEC as an investment adviser with $609.2M in regulatory assets and 14 staff. It has 1 fund on file, the latest reported in January 2022.

Funds on file
1
Raised, all funds
$1.4M
Regulatory assets
$609.2M
Staff
14
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jan 2022 Global Alts FinTech Fund II LLC Venture $1.4M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$609.2M
Employees14
Clients326 individuals, 145 wealthy individuals, 11 private funds, 4 pension plans, 4 charities and 1 company.
Control personsPaul, Othmar Gehl, Prateek, Nmn Mehrotra, Larry, Lee Rice, Nancy, Eileen Rice, Robert, Louis Riedl, Roland, Glen Stephenson.
Private funds11 private funds holding $55.2M in gross assets.

Private funds it reports

FundTypeGross assets
Global Alts SPV LLC - Groq AI Venture $10.7M
Ewm Alternative Investments SPV, Llc-series 7-unicorn Tech Fund II Venture $10M
Ewm Alternative Investments SPV, LLC - Series 5 - Fintech Venture $7.1M
Global Alts SPV LLC - LS Venture $5.4M
Global Alts SPV LLC - Nse India Private equity $5.4M
Ewm Special Purpose Vehicle- FF Private equity $5.3M
Ewm Alternative Investments SPV, LLC - Series 4 - CBD Venture $4.8M
Global Alts SPV LLC - Seed Private equity $4.7M
Global Alts Fintech Fund II Venture $1.4M
Ewm Special Purpose Vehicle- Ade Private equity $193.5K
Ewm Alternative Investments SPV, LLC - Series 3 - Towers & Fiber Private equity $187.8K