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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

FAMILY ENDOWMENT PARTNERS, LP

CRD 150151

NEWTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55a5518a-677c-1ce5-ec35-5bf3840609a0

Data as of Nov 2, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 0
On other graphs: 2
Observed: Mar 30, 2012 to Nov 2, 2015
14 observations

Across DFX

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

Venture Capitalidentity

Family Endowment Partners, LP

Venture manager · shared crd

Real Estate Fundsidentity

Family Endowment Partners, LP

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $28.0MItem 5.F on the latest filing (2015-11-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Accounts: 15
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $22.9Mgross asset value as reported per fund; never fund size
SEC number: 801-70225
CRD: 150151
Filings on the tape: 14
First filed: Mar 30, 2012
Latest filed: Nov 2, 2015
Organised: Limited Partnership, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HWC INVESTORS LLC	Other Private Fund	$57.0M	Oct 24, 2013	47	Mar 28, 2013	dropped	021-60355
STOKES HOLDING LENDER II, LP	Real Estate Fund	$50.0M	Oct 24, 2013	14	Mar 30, 2012	dropped	021-121051
PPH INVESTMENTS, LLC	Real Estate Fund	$32.5M	Oct 24, 2013	39	Mar 30, 2012	dropped	021-67301
FEP FUND I, LP	Hedge Fund	$22.9M	Nov 2, 2015	42	Mar 30, 2012	reported	021-113712
FEP FUND II, LTD	Hedge Fund	$6.3M	Mar 12, 2015	2	Mar 30, 2012	reported	021-117531
MERCANTILE REFINANCE, LP	Other Private Fund	$650,000	Oct 24, 2013	31	Mar 30, 2012	dropped	021-55193
EMEDICAL INVESTMENTS, LP	Venture Capital Fund	$400,000	Oct 24, 2013	8	Mar 30, 2012	dropped	021-125106
EMEDICAL INVESTMENTS II, LP	Venture Capital Fund	$305,000	Oct 24, 2013	6	Mar 30, 2012	dropped	021-65424
AFPM LENDER, LP	Other Private Fund	$0	Oct 24, 2013	45	Mar 30, 2012	dropped	021-96161
SLG LAND INVESTMENTS, LP	Real Estate Fund	$0	Oct 24, 2013	72	Mar 30, 2012	dropped	021-78848

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WEISS, LEE, DANA	Owner	E	yes	10/2007	Mar 30, 2012	Nov 2, 2015
WEISS, LEE, DANA	MANAGING PARTNER/CHIEF COMPLIANCE OFFICER	Na	yes	10/2007	Mar 30, 2012	Nov 2, 2015
FAMILY ENDOWMENT PARTNERS LLC	GENERAL PARTNER OF THE LP	E	no	10/2007	Mar 30, 2012	Nov 2, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHESSICA ASSET MANAGEMENT, LLC	n/a	n/a	n/a	Y	no	n/a
MIP GLOBAL CAYMAN, LTD.	n/a	n/a	n/a	N	no	n/a
MIP GLOBAL, INC.	n/a	n/a	n/a	Y	no	n/a
MIP GLOBAL, INC.	n/a	n/a	n/a	Y	no	n/a
STILLPOINT CAPITAL, LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bethesda	Md	United States	n/a	no
WEST CHESTER	Pa	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 12, 2015	$335M	$335M	13	3	n/a	2	$29.3M
2013	Mar 19, 2014	$529M	$481M	16	7	n/a	2	$45.7M
2012	Mar 28, 2013	$631M	$574M	20	10	n/a	10	$195M
2011	Mar 30, 2012	$632M	$562M	n/a	n/a	n/a	9	$143M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$28.0M	$529M	-94.7%	$632M	-64.6%	1	16	n/a	n/a

Relationships

Advises (10)

→ FEP FUND I, LPPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ FEP FUND II, LTDPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ AFPM LENDER, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Oct 24, 2013factForm ADV
→ SLG LAND INVESTMENTS, LPPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Oct 24, 2013factForm ADV
→ PPH INVESTMENTS, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Oct 24, 2013factForm ADV
→ MERCANTILE REFINANCE, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Oct 24, 2013factForm ADV
→ EMEDICAL INVESTMENTS II, LPPrivate fundVenture Capital Fund, IA, no longer reported
Mar 30, 2012 to Oct 24, 2013factForm ADV
→ HWC INVESTORS LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2013 to Oct 24, 2013factForm ADV
→ EMEDICAL INVESTMENTS, LPPrivate fundVenture Capital Fund, IA, no longer reported
Mar 30, 2012 to Oct 24, 2013factForm ADV
→ STOKES HOLDING LENDER II, LPPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Oct 24, 2013factForm ADV

Controls (1)

← WEISS, LEE, DANAOwnerOWNER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV

Owns (1)

← FAMILY ENDOWMENT PARTNERS LLCOwnerGENERAL PARTNER OF THE LP, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Registered with (3)

← JUSTIN T WOLSTENHOLMEAdvisorregistration: previous registration
May 12, 2014 to Nov 9, 2015factForm ADV
← SCOTT KEITH MULLENAdvisorregistration: previous registration
Jun 17, 2011 to May 15, 2014factForm ADV
← MICHAEL C FARRELLAdvisorregistration: previous registration
Oct 21, 2010 to Apr 8, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55a5518a-677c-1ce5-ec35-5bf3840609a0
First observed: Mar 30, 2012
Last observed: Nov 2, 2015 132 months ago
Source families: Federal regulator filings
3 registered feeds 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.

FAMILY ENDOWMENT PARTNERS, LP

CRD 150151

NEWTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:55a5518a-677c-1ce5-ec35-5bf3840609a0

Data as of Nov 2, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HWC INVESTORS LLC

Other Private Fund

$57.0M

Oct 24, 2013

Mar 28, 2013

dropped

021-60355

STOKES HOLDING LENDER II, LP

Real Estate Fund

$50.0M

Oct 24, 2013

Mar 30, 2012

dropped

021-121051

PPH INVESTMENTS, LLC

Real Estate Fund

$32.5M

Oct 24, 2013

Mar 30, 2012

dropped

021-67301

FEP FUND I, LP

Hedge Fund

$22.9M

Nov 2, 2015

Mar 30, 2012

reported

021-113712

FEP FUND II, LTD

Hedge Fund

$6.3M

Mar 12, 2015

Mar 30, 2012

reported

021-117531

MERCANTILE REFINANCE, LP

Other Private Fund

$650,000

Oct 24, 2013

Mar 30, 2012

dropped

021-55193

EMEDICAL INVESTMENTS, LP

Venture Capital Fund

$400,000

Oct 24, 2013

Mar 30, 2012

dropped

021-125106

EMEDICAL INVESTMENTS II, LP

Venture Capital Fund

$305,000

Oct 24, 2013

Mar 30, 2012

dropped

021-65424

AFPM LENDER, LP

Other Private Fund

Oct 24, 2013

Mar 30, 2012

dropped

021-96161

SLG LAND INVESTMENTS, LP

Real Estate Fund

Oct 24, 2013

Mar 30, 2012

dropped

021-78848

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WEISS, LEE, DANA

Owner

yes

10/2007

Mar 30, 2012

Nov 2, 2015

WEISS, LEE, DANA

MANAGING PARTNER/CHIEF COMPLIANCE OFFICER

yes

10/2007

Mar 30, 2012

Nov 2, 2015

FAMILY ENDOWMENT PARTNERS LLC

GENERAL PARTNER OF THE LP

10/2007

Mar 30, 2012

Nov 2, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHESSICA ASSET MANAGEMENT, LLC

n/a

MIP GLOBAL CAYMAN, LTD.

n/a

MIP GLOBAL, INC.

n/a

MIP GLOBAL, INC.

n/a

STILLPOINT CAPITAL, LLC

n/a

City

State

Country

Employees

Also broker-dealer

Bethesda

United States

n/a

WEST CHESTER

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 12, 2015

$335M

n/a

$29.3M

2013

Mar 19, 2014

$529M

$481M

n/a

$45.7M

2012

Mar 28, 2013

$631M

$574M

n/a

$195M

2011

Mar 30, 2012

$632M

$562M

n/a

$143M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$28.0M

$529M

-94.7%

$632M

-64.6%

n/a