DFX Intelligence

Data Factory

Prateek Nmn Mehrotra

Shareholder/Vice President/ Secretary/ Chief Investment Officer, 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:9397ee01-b3b0-4619-a713-a4e1e06ce0fb

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 19, 2026, 1:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
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

Prateek Nmn Mehrotra

Venture principal · shared individual crd

RIA / Wealth Managementidentity

PRATEEK NMN MEHROTRA

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current organization: Endowment Wealth Management, Inc.
Title: Shareholder/Vice President/ Secretary/ Chief Investment Officer
Current roles: 1
Past roles: 1
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (2)

← Endowment Wealth Management, Inc.FirmShareholder/Vice President/ Secretary/ Chief Investment Officer
Feb 1, 2013 to presentfactForm ADV
← Sumnicht & Associates, LLCFirmChief Investment Officer
Oct 1, 2002 to Apr 1, 2013inferenceForm ADV

Dated events

Occurred
Apr 1, 2013
Person left
Prateek Mehrotra (Chief Investment Officer) no longer on Schedule A of Sumnicht & Associates, LLC
Sumnicht & Associates, LLC Form ADVobserved 5 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:9397ee01-b3b0-4619-a713-a4e1e06ce0fb
First observed: n/a
Last observed: Sep 13, 2026 5 days ago
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.

Prateek Nmn Mehrotra

Shareholder/Vice President/ Secretary/ Chief Investment Officer, 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:9397ee01-b3b0-4619-a713-a4e1e06ce0fb

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 19, 2026, 1:39 PM UTC and rebuilt at most every 15 minutes.