Allocator Index · CRD 108652
ENDOWMENT WEALTH MANAGEMENT, INC.
Appleton, WI · 920-785-6010 · linkedin.com/company/endowment-wealth-management-inc-
Fit score
68
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- employees 3-60+8
HNW clients
145
Other individuals
326
HNW assets
$346.5M
Total AUM
$609.2M
Employees
14
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| GLOBAL ALTS SPV LLC - GROQ AI | Venture Capital Fund | $37.1M |
| EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 5 - FINTECH | Venture Capital Fund | $16.0M |
| GLOBAL ALTS SPV LLC - NSE INDIA | Private Equity Fund | $9.3M |
| EWM ALTERNATIVE INVESTMENTS SPV, LLC-SERIES 7-UNICORN TECH FUND II | Venture Capital Fund | $8.5M |
| GLOBAL ALTS LLC - UNICORN TECH FUND III | Venture Capital Fund | $8.0M |
| GLOBAL ALTS SPV LLC - SEED | Private Equity Fund | $5.2M |
| GLOBAL ALTS SPV LLC - LS | Venture Capital Fund | $5.2M |
| EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 4 - CBD | Venture Capital Fund | $2.0M |
| GLOBAL ALTS FINTECH FUND II LLC | Venture Capital Fund | $2.0M |
| EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 3 - TOWERS & FIBER | Private Equity Fund | $163K |
| EWM SPECIAL PURPOSE VEHICLE- ADE, LLC | Private Equity Fund | $83K |