Private company
Global Endowment Management, LP
Last updated Oct 21, 2026.
Overview
Corporate structure
Global Endowment Management, LP is part of a group headed by Global Endowment Partners, LP. 3 entities on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Global Endowment Management, LP
- Michael David Smith Owns control (general partner, trustee or manager) of Gem Gp, LLC, since 12/2019 (Form ADV)
- Stephanie Schoder Lynch Owns control (general partner, trustee or manager) of Gem Gp, LLC, since 12/2019 (Form ADV)
- Matthew Barrett Bank Owns control (general partner, trustee or manager) of Gem Gp, LLC, since 01/2025 (Form ADV)
- Gem Gp, LLC Owns control (general partner, trustee or manager) of Global, since 07/2007 (Form ADV)
- Jay Thomas Ripley Owns control (general partner, trustee or manager) of Gem Gp, LLC, since 01/2024 (Form ADV)
- Global Endowment Partners, LP
- Global Endowment Management, LP
- TXO Partners, L.P. Stake ยท Fort Worth, Texas
- Global Endowment Management, LP
Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.
Investment adviser
Global Endowment Management, LP is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.
- Assets it manages$12.9B2 46 accounts, all with discretion
- Employees82 23 in investment advice or research
- ClientsPooled investment vehicles (other than investment companies and: 27 ($8.0B); Charitable organizations: 14 ($4.9B); Other: SMA NON-FUND ASSETS: 5 ($47.6M)
- How it is paidA percentage of assets under its management; Performance-based fees
- What it doesPortfolio management for pooled investment vehicles (other than investment companies); Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
- Holds client assetsYes: cash and securities
- RegistrationSEC 801-73314, CRD 157772 IAPD record
Who owns it
Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).
- GLOBAL ENDOWMENT PARTNERS, LPowns 75% or more, since 07/2007
- Matthew Barrett Bankowns general partner, trustee or manager of GEM GP, LLC, since 01/2025
- GEM GP, LLCowns general partner, trustee or manager of GLOBAL, since 07/2007
- Stephanie Schoder Lynchowns general partner, trustee or manager of GEM GP, LLC, since 12/2019
- Jay Thomas Ripleyowns general partner, trustee or manager of GEM GP, LLC, since 01/2024
- Michael David Smithowns general partner, trustee or manager of GEM GP, LLC, since 12/2019
Filings
23 filings to the SEC since October 2021: 23 other. The latest 20:
- Aug 31, 2026N-PX EDGAR
- Aug 14, 202613F-HR EDGAR
- May 14, 202613F-HR EDGAR
- Feb 13, 202613F-HR EDGAR
- Nov 13, 202513F-HR EDGAR
- Aug 28, 2025N-PX EDGAR
- Aug 13, 202513F-HR EDGAR
- May 13, 202513F-HR EDGAR
- Feb 13, 202513F-HR EDGAR
- Nov 13, 202413F-HR EDGAR
- Aug 30, 2024N-PX EDGAR
- Aug 13, 202413F-HR EDGAR
- May 13, 202413F-HR EDGAR
- Feb 12, 202413F-HR EDGAR
- Nov 13, 202313F-HR EDGAR
- Aug 11, 202313F-HR EDGAR
- May 12, 202313F-HR EDGAR
- Feb 13, 202313F-HR EDGAR
- Nov 14, 202213F-HR EDGAR
- Aug 12, 202213F-HR EDGAR
The 23 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Stakes it holds
Global Endowment Management, LP has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).
- TXO Partners, L.P.SCHEDULE 13G/A Feb 13, 2024 to Aug 14, 20253
Sources
The numbers on this page point here. Each one links to the record it came from.
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