Institutional
    SEC Registered

    Global Endowment Management, LP

    Registered investment advisor · Charlotte, North Carolina · CRD #157772

    Assets Under Management
    $12.9B
    Client Accounts
    46
    Employees
    82
    CRD Number
    157772
    Registration
    SEC Registered
    Custodian
    The Bank Of New York Mellon Corporation

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Global Endowment Management, LP

    Global Endowment Management (GEM) is an Outsourced Chief Investment Office (OCIO) established in 2007. The firm specializes in endowment-style investment management for institutional investors, endowments, foundations, and family offices. Founded by Thruston Morton, along with Hugh Wrigley and Stephanie Lynch, GEM focuses on disciplined portfolio management and long-term partnerships, utilizing a model that emphasizes broad diversification into alternatives such as private equity, venture capita

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Global Endowment Management, LP's AUM?

    Global Endowment Management, LP reports approximately $12.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Global Endowment Management, LP headquartered?

    Global Endowment Management, LP is headquartered in Charlotte, North Carolina.

    What is Global Endowment Management, LP's CRD number?

    Global Endowment Management, LP's CRD number is 157772. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Global Endowment Management, LP manage?

    Global Endowment Management, LP manages approximately 46 client accounts according to its latest SEC filing.

    Is Global Endowment Management, LP SEC registered?

    Yes, Global Endowment Management, LP is registered with the SEC as an investment adviser with an approved registration status.

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