Also known as EWM
Endowment Wealth Management's investment portfolio is valued at $354.47 million as of November 15, 2024, with investments in private equity, publicly traded equities, fixed-income securities, and cash. As of December 31, 2022, the private equity portfolio was valued at $45.5 million, representing 15.4% of the total portfolio. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, and venture capital strategies. The firm's investments are governed by the executive management team with Mr. Prateek Mehrotra serving as Chief Investment Officer.
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Endowment Wealth Management is a wealth manager based in Appleton, United States, managing approximately $350M in assets.
Endowment Wealth Management is headquartered in Appleton, United States.
Endowment Wealth Management manages approximately $350M in assets under management.
Endowment Wealth Management was founded in 1996.
Endowment Wealth Management focuses on Co-Investment, Venture Capital, Venture Capital - Later Stage.
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