Global Endowment Management LP

Global Endowment Management LP es una sociedad en comandita de Delaware con 49 empleados y 17 asesores, atendiendo a un total de 25 clientes. La empresa cuenta con un estado aprobado por la SEC, que se remonta al 24 de febrero de 2012.

• GEM GP, LLC

  GENERAL PARTNER posee menos de 5%

• GLOBAL ENDOWMENT PARTNERS, LP

  LIMITED PARTNER posee 75% o más

• JOSEPH PORTER DURHAM

  VICE-CHAIRMAN, MANAGING PARTNER, AND GENERAL COUNSEL posee menos de 5%

• MICHAEL DAVID SMITH

  CHIEF INVESTMENT OFFICER posee menos de 5%

• RICHARD S ABRAHAM

  CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER posee menos de 5%

• THRUSTON BALLARD MORTON

  CHAIRMAN posee menos de 5%

• THRUSTON BALLARD MORTON

  LIMITED PARTNER posee más del 25% pero menos del 50%

• THRUSTON BALLARD MORTON

  SOLE MEMBER posee 75% o más

• GOLDMAN SACHS & CO. LLC
  Estados Unidos
• MORGAN STANLEY & CO. LLC
  Estados Unidos
• NATIONAL FINANCIAL SERVICES LLC
  Estados Unidos

• Alumina Investment Management LLC
• Laurel Wealth Advisors LLC
• Carousel Capital Management Company LP
• MAN Global Private Markets USA Inc
• Alight Financial Advisors LLC
• Carolinas Investment Consulting LLC
• Barings LLC
• Ridgemont Partners Management LLC
• FC Capital Management LLC
• SEWARD CAPITAL LLC

• Global Endowment Management's Q3 2022 vs. Q4 2022 Portfolio Changes

• Berkshire Hathaway, Inc. $189,568k
• VANGUARD BD INDEX FD INC TOTAL BND MRKT $180,431k
• VANGUARD INDEX FDS TOTAL STK MKT $150,581k
• Amazon.com Inc $79,809k
• VANGUARD STAR FD VG TL INTL STK F $63,167k
• SPDR S&P 500 ETF TR TR UNIT $43,071k
• GENPACT LTD $22,159k
• Zillow Group Inc $18,138k
• JP MORGAN EXCHANGE TRADED FD $17,141k
• AUDENTES THERAPEUTICS INC COM $17,036k