GEM | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Company Directory for GEM
GEM
Overview
Global Endowment Management (GEM) is an Outsourced Chief Investment Office (OCIO) established in 2007. The firm specializes in endowment-style investment management for institutional investors, endowments, foundations, and family offices. Founded by Thruston Morton, along with Hugh Wrigley and Stephanie Lynch, GEM focuses on disciplined portfolio management and long-term partnerships, utilizing a model that emphasizes broad diversification into alternatives such as private equity, venture capital, hedge funds, and real estate.
GEM offers a range of services, including full OCIO engagements, targeted alternative investment programs, and impact-focused strategies aligned with values like climate and social equity. The firm invests across various private asset classes with a commitment to generating attractive risk-adjusted returns. GEM also emphasizes active management in inefficient markets and supports emerging managers and impact-oriented funds, aiming to build sustainable and inclusive futures.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 2007 |
| Revenue | 6.8M |
| Headquarters | 224 W Tremont Ave, Charlotte, North Carolina 28203-4944, United States |
Contact Details
- Phone: +1 704-333-8282
- Website: geminvestments.com
- LinkedIn: linkedin.com/company/geminvestments
Key Focus Areas & Initiatives
- risk-adjusted returns
- manager relationship development
- portfolio management
- bespoke portfolios
- multi-strategy
- sophisticated portfolios
- endowment-style portfolio design
- impact-focused strategies
- private markets access
- long-term investing
- ocio
- wealth management
- long-term capital growth
- manager sourcing
- manager selection process
- multi-manager portfolios
- manager due diligence
- venture capital strategy
- investment management
- multi-generational wealth
- manager underwriting
- real estate
- multi-asset investing
- independent investment advisor
- strategic asset allocation
- b2b
- endowment management
- venture capital
- portfolio construction
- portfolio optimization
- boutique investment firm
- diversified asset classes
- bespoke investment solutions
- multi-asset portfolios
- client reporting
- endowment-style investing
- services
- risk management
- esg integration
- investment research
- bespoke ocio solutions
- client partnership
- multi-generational capital
- impact investing
- sustainable investing
- other financial investment activities
- institutional investing
- asset management
- alternative investments
- financial services
- manager relationships
- investment consulting
- long-term institutional relationships
- fund governance
- private equity
- hedge funds
- finance
- non-profit
- nonprofit organization management
Technologies Used
- ANGEL LMS
- Active Campaign
- Angular
- Apache
- Azure Analysis Services
- Claude
- GitHub
- GitHub Copilot
- Google Tag Manager
- HRMDirect
- MailChimp SPF
- Microsoft Office 365
- Mobile Friendly
- OpenSSL
- Outlook
- Python
- SQL
- Salesforce
- Slack
- Vimeo
- Webflow
- Zendesk
