Global Alternative Investment Management

Global Alternative Investment Management

Global Alternative Investment Management was founded by Prateek Mehrotra and Robert Riedl, both CFA charterholders with deep wealth-advisory backgrounds. Mehrotra was named to the Investopedia Top 100 in 2018 and the Wisconsin Titan 100 in 2023; Riedl earned the same Investopedia honor in 2019. The firm markets its funds exclusively to high-net-worth individuals and families, institutions, and nonprofits, operating out of Appleton, Wisconsin — far from the coastal venture hubs that dominate its deal flow. The firm cuts across venture and private equity, building concentrated portfolios of direct and indirect stakes in pre-IPO and public companies. Its current and exited holdings show a tilt toward technology platforms: current positions include direct interests in broker Robinhood (via an SPV) and indirect exposure to Marqeta (NASDAQ: MQ) and Toast (NYSE: TOST). Exited positions include direct stakes in Uber, Pinterest, and Palantir, as well as indirect exposure to Coinbase. A dissolved agtech investment was acquired by AgTech Holdings. The firm invests through co-investments, SPVs, and holding vehicles, positioning itself as an access point for investors who cannot write direct checks into top-tier venture rounds. The six-member investment committee carries over 75 years of combined experience. In 2022, the team added Managing Director Robert C. Riedl to lead private capital efforts, bringing deal experience from Wells Fargo Securities and Piper Jaffray — a role focused on fintech and insurtech companies integrating AI. The firm operates under the SEC registration of Endowment Wealth Management, Inc., a structure that outsources compliance while the Global Alts team runs investment selection. No philanthropic or adjacent vehicles are publicly disclosed. Global Alts acts as a bridge — sourcing allocations from individual accredited investors and channeling them into venture-backed names normally gated by large institutional minimums. That model depends entirely on the team's ability to access oversubscribed rounds through manager relationships, making every investment a test of their network rather than a proprietary origination machine.