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Private equityFundwound downventure capital fund

EWM Alternative Investments Special Purpose Vehicle, Llc-Series 1-Pt

managed by Endowment Wealth Management, Inc.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3a67ca3c-3c03-494c-b585-a1667672594c

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 2
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

EWM Alternative Investments Special Purpose Vehicle, Llc-Series 1-Pt

Venture fund · shared adv fund id

RIA / Wealth Managementidentity

EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 1 - PT

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: Endowment Wealth Management, Inc.
ADV gross asset value: $11.8Mas of 2022-02-01
Peak reported GAV: $11.8M
Reporting years: 4
ADV first reported: Jan 8, 2018
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2021	Oct 1, 2021	Venture Capital Fund	$11.8M	35
2020	Jun 19, 2020	Venture Capital Fund	$6.1M	35
2019	Dec 24, 2019	Venture Capital Fund	$5.9M	35
2018	Dec 11, 2018	Venture Capital Fund	$4.7M	35

Relationships

Manages (1)

← Endowment Wealth Management, Inc.FirmPrivate Equity Fund
Jan 8, 2018 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Mar 31, 2022
Fund 805-7553480967 no longer reported on Form ADV by Endowment Wealth Management, Inc.
Occurred
Jan 8, 2018
EWM Alternative Investments Special Purpose Vehicle, Llc-Series 1-Pt first reported on Form ADV by Endowment Wealth Management, Inc. (Private Equity Fund), GAV $4,550,000

Provenance

Graph: Private Equity
Canonical id: dfx:pe:3a67ca3c-3c03-494c-b585-a1667672594c
First observed: n/a
Last observed: Sep 13, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EWM Alternative Investments Special Purpose Vehicle, Llc-Series 1-Pt

managed by Endowment Wealth Management, Inc.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3a67ca3c-3c03-494c-b585-a1667672594c

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:25 AM UTC and rebuilt at most every 15 minutes.

Report year

Filed

ADV fund type

GAV

Owners

2021

Oct 1, 2021

Venture Capital Fund

$11.8M

2020

Jun 19, 2020

Venture Capital Fund

$6.1M

2019

Dec 24, 2019

Venture Capital Fund

$5.9M

2018

Dec 11, 2018

Venture Capital Fund

$4.7M