Endowment Wealth Management is a wealth manager based in Appleton, United States, founded in 1996. Verified contact details, AUM data, and investment preferences on FindLPs.
Endowment Wealth Management's investment portfolio is valued at $354.47 million as of November 15, 2024, with investments in private equity, publicly traded equities, fixed-income securities, and cash. As of December 31, 2022, the private equity portfolio was valued at $45.5 million, representing 15.4% of the total portfolio. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, and venture capital strategies. The firm's investments are governed by the executive management team with Mr. Prateek Mehrotra serving as Chief Investment Officer.
Investment types: Co-Investment, Venture Capital, Venture Capital - Later Stage
Preferred geographies: Americas, Bay Area, DC Metro, Great Lakes, Illinois, Indiana, Michigan, Mid Atlantic, Midwest, Minnesota, Mountain, New England, New York Metro, North America, Northeast, Northwest, Ohio, South, Southeast, Southern California, Southwest, United States, US Territories, West Coast, Wisconsin
Location: W6272 Communication Centre\nAppleton, WI\n54914\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.