| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Global Alts SPV LLC - Groq Ai | Venture Capital | $10M | $25K |
| Ewm Alternative Investments SPV, LLC - Series 5 - Fintech | Venture Capital | $8.5M | $100K |
| Ewm Alternative Investments SPV, Llc-Series 7-Unicorn Tech Fund II | Venture Capital | $8.1M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| 0913, LLC | Shareholder | 10-25% | 2013 |
| Larry L. Rice and Nancy e. Rice Joint Revocable Living Trust | Shareholder | 10-25% | 2016 |
| Othmar Group, LLC | Shareholder | 5-10% | 2014 |
Endowment Wealth Management, Inc. reports $427.6 million in regulatory assets under management on its Form ADV.
Endowment Wealth Management, Inc. manages 11 private funds with combined gross assets of $47.4 million.
Endowment Wealth Management, Inc. reports 13 employees.
Endowment Wealth Management, Inc. is based in Appleton, WI and has been SEC-registered since 2018.
Endowment Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | W6272 Communication Court, Appleton, WI 54914-8531 |
| Phone | 920-785-6010 |
| Fax | 920.227.0521 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1904477 |
| Discloses disciplinary history | No |
| Discretionary | $281M |
| Non-discretionary | $146.6M |
| Total (RAUM) | $427.6M |