Updated:
Endowment Wealth Management
Endowment Wealth Management is a $428 million multi-family office in Appleton founded by Robert Riedl in 1996.
Endowment Wealth Management
Robert L. Riedl started the firm as a fee-only advisory practice that later expanded into a multi-family office. It now manages client capital with a focus on multi-generational planning and wealth preservation. The firm allocates across private equity, hedge funds, private credit, real estate, infrastructure and natural resources. It also runs direct co-investments and SPVs. Confirmed holdings include positions in Groq, Robinhood, Rubrik and Firefly Aerospace. Geographic exposure spans North America, Europe, Asia and other regions. Assets total $428 million. The firm operates additional offices in Green Bay, Chicago and Hilton Head Island. It maintains affiliations with Global Alternatives Investment Management and ETF Model Solutions. Prateek Mehrotra serves as CIO and works with Associated Trust Company on trust matters. The firm structures certain investments through affiliated vehicles such as EWM Alternative Investments and Unicorn Technology Fund II. This setup allows separate management of private fund activities from core advisory services.
General information
Firm type
Multi Family Office
Year founded
1996
AUM
428 (Altss estimate)
Location
Region
North America
Country
United States
City
Appleton
Corporate office
W6272 Communication Court, Appleton, WI
Additional offices
Green Bay, WI · Chicago, IL · Hilton Head Island, SC
Principals
Robert L. Riedl
Founder, President and CEO
Prateek Mehrotra
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Endowment Wealth Management?
Robert L. Riedl serves as founder, president and CEO. Prateek Mehrotra acts as chief investment officer and oversees affiliated entities including Global Alternatives Investment Management.
Does Endowment Wealth Management participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to funds and also executes direct co-investments and SPVs through vehicles such as Global Alts SPV LLC.
What investment stages does Endowment Wealth Management typically target?
The firm targets seed through late-stage venture as well as private equity and special situations.
Where does the underlying wealth come from?
The firm originated from Robert Riedl's fee-only investment advisory practice and now serves affluent families, endowments and retirement plans.
Does Endowment Wealth Management maintain philanthropic structures?
It provides guidance and management for client-established private foundations. Client endowments and foundations distributed over $250 million between 2005 and 2023.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: