Endowment Wealth Management has an investment portfolio worth $354.47 million at November 15, 2024, placed in private equity, publicly traded equities, fixed-income securities, and cash. On December 31, 2022, the private equity holdings were worth $45.5 million, which was 15.4% of the total portfolio. Its private equity investments cover buyouts, diversified private equity, private equity growth expansion, and venture capital strategies. The executive management team governs the firm's investments, and Mr. Prateek Mehrotra is Chief Investment Officer.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
Filter the full list by property type, strategy, market and deal format.
