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VentureFirminstitutional vc · probableregistered_investment_adviser

Endowment Wealth Management, Inc.

Venture Capital

Appleton, WI

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Search this name across graphsid dfx:vc:4d4ac8bc-ae45-46b7-869c-c15fae316dfa

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 20
On other graphs: 4
Observed: Sep 12, 2026 to Sep 17, 2026
75 observations

Across DFX

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

Family Officesidentity

Endowment Wealth Management, Inc.

Family foundation · shared cik, shared crd

Independent Sponsorsidentity

Endowment Wealth Management, Inc.

Capital provider to sponsors · shared cik, shared crd

Private Equityidentity

Endowment Wealth Management, Inc.

Private equity manager · shared cik, shared crd

RIA / Wealth Managementidentity

ENDOWMENT WEALTH MANAGEMENT, INC.

Registered adviser · shared cik, shared crd

Facts

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

Funds: 14
Vintages: 2016 to 2024
Reported GAV: $55.2Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $609M
Funds with fundraising evidence: 0derived
Investments: 1
Portfolio companies: 1
Investments, 12m: 1
Partner-attributed: 0
People: 9
Investment professionals: 6derived
Co-investors: 0derived
LP relationships: 0
Stated sectors: aias stated by the firm
Stated geography: uk
Latest Form D: Oct 17, 2023
Latest ADV filing: Jul 6, 2026
Website: endowmentwm.com

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV
Global Alts Spv LLC - Groq Ai	2024	Early deployment	n/a	$10.7M
Global Alts Spv LLC - Nse India	2023	Active deployment	$0	$5.4M
Global Alts Spv LLC - Ls	2022	Active deployment	$6.0M	$5.4M
Global Alts Spv LLC - Seed	2022	Active deployment	$3.8M	$4.7M
EWM Alternative Investments Spv, Llc-Series 7-Unicorn Tech Fund II	2021	Mature	$1.0M	$10.0M
Global Alts Fintech Fund II LLC	2021	Mature	$1.4M	$1.4M
EWM Alternative Investments Special Purpose Vehicle, LLC - Series 4 - Cbd	2018	Harvest	n/a	$4.8M
EWM Alternative Investments Special Purpose Vehicle, LLC - Series 5 - Fintech	2018	Harvest	$500,000	$7.1M
EWM Alternative Investments Spv, LLC - Series 6 - Mri	2018	Wound down	n/a	$31,891
EWM Alternative Investments Special Purpose Vehicle, Llc-Series 3-Towers & Fiber	2017	Harvest	$4.1M	$187,823
EWM Special Purpose Vehicle- Ff, LLC	2016	Harvest	$8.2M	$5.3M
EWM Special Purpose Vehicle- Ade, LLC	2016	Harvest	$5.7M	$193,457
EWM Alternative Investments Special Purpose Vehicle, Llc-Series 1-Pt	n/a	Wound down	n/a	$11.8M
EWM Alternative Investments Spv, LLC - Series 2 - Unicorn Technology	n/a	Wound down	n/a	$0

Investments

round size is never this investor's check

Company	State	Stage	Round size	Partner	Attribution	Observed
Alternative Investments	n/a	n/a	n/a	n/a	Unknown	Sep 16, 2026

Relationships

Invested in (1)

→ Alternative InvestmentsCompanyPortfolio listing
Sep 16, 2026 to presentfactThe subject's own site

Manages (14)

→ EWM Alternative Investments Spv, LLC - Series 2 - Unicorn TechnologyFundVenture Capital Fund
Jan 8, 2018 to presentfactForm ADV
→ Global Alts Spv LLC - LsFundVenture Capital Fund
May 4, 2022 to presentfactForm ADV
→ EWM Alternative Investments Spv, Llc-Series 7-Unicorn Tech Fund IIFundVenture Capital Fund
Mar 31, 2021 to presentfactForm ADV
→ Global Alts Spv LLC - SeedFundPrivate Equity Fund
Jan 12, 2023 to presentfactForm ADV
→ EWM Special Purpose Vehicle- Ff, LLCFundPrivate Equity Fund
Jan 8, 2018 to presentfactForm ADV
→ EWM Special Purpose Vehicle- Ade, LLCFundPrivate Equity Fund
Jan 8, 2018 to presentfactForm ADV
→ EWM Alternative Investments Special Purpose Vehicle, Llc-Series 1-PtFundPrivate Equity Fund
Jan 8, 2018 to presentfactForm ADV
→ EWM Alternative Investments Special Purpose Vehicle, Llc-Series 3-Towers & FiberFundPrivate Equity Fund
Jan 8, 2018 to presentfactForm ADV
→ EWM Alternative Investments Special Purpose Vehicle, LLC - Series 4 - CbdFundVenture Capital Fund
Feb 22, 2018 to presentfactForm ADV
→ EWM Alternative Investments Special Purpose Vehicle, LLC - Series 5 - FintechFundVenture Capital Fund
Feb 22, 2018 to presentfactForm ADV
→ EWM Alternative Investments Spv, LLC - Series 6 - MriFundVenture Capital Fund
Aug 22, 2018 to presentfactForm ADV
→ Global Alts Fintech Fund II LLCFundVenture Capital Fund
Feb 1, 2022 to presentfactForm ADV
→ Global Alts Spv LLC - Nse IndiaFundPrivate Equity Fund
Nov 29, 2023 to presentfactForm ADV
→ Global Alts Spv LLC - Groq AiFundVenture Capital Fund
Aug 6, 2024 to presentfactForm ADV

Employs (11)

→ Nancy Eileen RicePersonTrustee
Dec 1, 2012 to presentfactForm ADV
→ Paul Othmar GehlPersonManaging Member
Feb 1, 2000 to presentfactForm ADV
→ Robert Louis RiedlPersonShareholder/President/ Chief Financial Officer/ Treasurer/ Director Of Wealth Management/ Chief Compliance Officer
Feb 1, 2013 to presentfactForm ADV
→ Prateek Nmn MehrotraPersonShareholder/Vice President/ Secretary/ Chief Investment Officer
Feb 1, 2013 to presentfactForm ADV
→ Wendy Stephenson OrthPersonShareholder
Dec 1, 2015 to presentfactForm ADV
→ Todd Charles ThielPersonMember
Nov 1, 2013 to presentfactForm ADV
→ Roland Glen StephensonPersonLimited Partner
Nov 1, 2021 to presentfactForm ADV
→ SUE Ellen StephensonPersonLimited Partner
Nov 1, 2021 to presentfactForm ADV
→ Larry Lee RicePersonTrustee
Dec 1, 2012 to presentfactForm ADV
→ Timothy Joseph LandoltPersonShareholder/Director Of Institutional Services
Jun 1, 2015 to Mar 30, 2018inferenceForm ADV
→ Joseph Edward DagrosaPersonTrustee
Dec 1, 2011 to Apr 30, 2020inferenceForm ADV

Owns (4)

← 0913, LLCFirmShareholder
Sep 1, 2013 to presentfactForm ADV
← Othmar Group, LLCFirmShareholder
Sep 1, 2014 to presentfactForm ADV
← Larry L. Rice and Nancy E. Rice Joint Revocable Living TrustFirmShareholder
May 1, 2016 to presentfactForm ADV
← Stephenson Family Limited Partnership LPFirmShareholder
Dec 1, 2021 to presentfactForm ADV

Dated events

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

Occurred
Apr 30, 2020
Person left
Joseph Edward Dagrosa (Trustee) no longer on Schedule A of Endowment Wealth Management, Inc.
Form ADVobserved 7 days ago
Occurred
Mar 30, 2018
Person left
Timothy Joseph Landolt (Shareholder/Director Of Institutional Services) no longer on Schedule A of Endowment Wealth Management, Inc.
Form ADVobserved 7 days ago
Occurred
Jan 8, 2018
Adviser's first ADV filing
Endowment Wealth Management, Inc. first filed Form ADV (IA)
Form ADVobserved 7 days ago

Show 17 bookkeeping events

Occurred
Aug 6, 2024
Global Alts Spv LLC - Groq Ai first reported on Form ADV by Endowment Wealth Management, Inc. (Venture Capital Fund), GAV $10,710,000
Occurred
Mar 26, 2024
EWM Alternative Investments Spv, LLC - Series 6 - Mri no longer reported on Form ADV by Endowment Wealth Management, Inc.
Occurred
Mar 26, 2024
EWM Alternative Investments Special Purpose Vehicle, Llc-Series 2-Unicorn Technologies no longer reported on Form ADV by Endowment Wealth Management, Inc.
Occurred
Nov 29, 2023
Global Alts Spv LLC - Nse India first reported on Form ADV by Endowment Wealth Management, Inc. (Private Equity Fund), GAV $5,376,000
Occurred
Jan 12, 2023
Global Alts Spv LLC - Seed first reported on Form ADV by Endowment Wealth Management, Inc. (Private Equity Fund), GAV $4,000,000
Occurred
May 4, 2022
Global Alts Spv LLC - Ls first reported on Form ADV by Endowment Wealth Management, Inc. (Venture Capital Fund), GAV $5,950,000
Occurred
Mar 31, 2022
EWM Alternative Investments Special Purpose Vehicle, Llc-Series 1-Pt no longer reported on Form ADV by Endowment Wealth Management, Inc.
Occurred
Feb 1, 2022
Global Alts Fintech Fund II LLC first reported on Form ADV by Endowment Wealth Management, Inc. (Venture Capital Fund), GAV $1,400,000
Occurred
Mar 31, 2021
EWM Alternative Investments Spv, Llc-Series 7-Unicorn Tech Fund II first reported on Form ADV by Endowment Wealth Management, Inc. (Venture Capital Fund), GAV $6,350,000
Occurred
Aug 22, 2018
EWM Alternative Investments Spv, LLC - Series 6 - Mri first reported on Form ADV by Endowment Wealth Management, Inc. (Venture Capital Fund), GAV $3,200,000
Occurred
Feb 22, 2018
EWM Alternative Investments Special Purpose Vehicle, LLC - Series 5 - Fintech first reported on Form ADV by Endowment Wealth Management, Inc. (Venture Capital Fund), GAV $500,000
Occurred
Feb 22, 2018
EWM Alternative Investments Special Purpose Vehicle, LLC - Series 4 - Cbd first reported on Form ADV by Endowment Wealth Management, Inc. (Venture Capital Fund), GAV $1,100,000
Occurred
Jan 8, 2018
EWM Special Purpose Vehicle- Ade, LLC first reported on Form ADV by Endowment Wealth Management, Inc. (Private Equity Fund), GAV $4,186,329
Occurred
Jan 8, 2018
EWM Special Purpose Vehicle- Ff, LLC first reported on Form ADV by Endowment Wealth Management, Inc. (Private Equity Fund), GAV $7,521,228
Occurred
Jan 8, 2018
EWM Alternative Investments Special Purpose Vehicle, Llc-Series 3-Towers & Fiber first reported on Form ADV by Endowment Wealth Management, Inc. (Private Equity Fund), GAV $4,125,000
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
Occurred
Jan 8, 2018
EWM Alternative Investments Special Purpose Vehicle, Llc-Series 2-Unicorn Technologies first reported on Form ADV by Endowment Wealth Management, Inc. (Venture Capital Fund), GAV $1,200,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 2 websites (Form ADV) · as of 2026-09-12

Also named here, with no published line of their own (reach them through the firm): Nancy Eileen Rice (Trustee), Paul Othmar Gehl (Managing Member), Robert Louis Riedl (Shareholder/President/ Chief Financial Officer/ Treasurer/ Director Of Wealth Management/ Chief Compliance Officer), Prateek Nmn Mehrotra (Shareholder/Vice President/ Secretary/ Chief Investment Officer), Wendy Stephenson Orth (Shareholder), Todd Charles Thiel (Member), Roland Glen Stephenson (Limited Partner), SUE Ellen Stephenson (Limited Partner), Larry Lee Rice (Trustee).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Venture Capital
Canonical id: dfx:vc:4d4ac8bc-ae45-46b7-869c-c15fae316dfa
First observed: Sep 12, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
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.

Endowment Wealth Management, Inc.

Venture Capital

Appleton, WI

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

Search this name across graphsid dfx:vc:4d4ac8bc-ae45-46b7-869c-c15fae316dfa

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.