New Private Fund Manager Seeks Unique Private Equity and Venture Capital Investment Opportunities for High Net Worth Investors

APPLETON, Wisconsin., September 28, 2021 / PRNewswire / – Global Alternative Investment Management LLC (“Global Alts”) has announced the launch of its private fund management business. The company seeks to extend the fund management services developed under its subsidiary, Endowment Wealth Management, Inc. to a wider geographic clientele serving high net worth individuals and families, institutional and nonprofit investors.

The current investment team has been working together since 2007 and has raised over $ 39 million across eight funds and allocated more than $ 50 million to a multitude of alternative assets. The team is currently in the process of raising capital ($ 7.85 million raised to date) for its latest fund, Unicorn Tech Fund II.

Global Alts is a subsidiary of Endowment Wealth Management, Inc., which has already launched eight funds. The funds included thematic and opportunistic investments, including venture capital focused on late-stage tech (including Unicorn Fund I), financial technology (Fintech), CBD / medical cannabis, medical imaging and three funds. of co-investment targeting diversified multichannel retail, defense electronics, and telecommunications infrastructure respectively.

Robert riedl, CPA, CFP®, AWMA®, the chairman said: “Our private fund management activity was an extension of our alternative investment offering in the context of our 3-D endowment investment philosophy.®. However, the majority of high net worth investors in our private funds are drawn to the unique investment opportunities and have less need for basic financial planning and wealth management services. So, it is a natural evolution of our business to create a stand-alone entity and focus on marketing these unique investment opportunities to a wider clientele who seek the higher return opportunities that private funds can. to present. In addition, we also build personalized dedicated funds suitable for families or HNW entities wishing to get involved. 10 million dollars or more.”

Cabinet fundraising is led by Prateek Mehrotra, MBA, CFA, CAIA, director of investments. Prateek brings a unique global perspective to the company. Born in India and armed with an engineering degree, Prateek earned an MBA, holds the CFA charter, and is the premier Chartered Alternative Investment Analyst in the State of Wisconsin. Prateek has spent his career cultivating relationships with private fund managers, hedge fund managers and venture capitalists and uses this long list of contacts to find unique private and public investment opportunities. As part of EWM, Prateek spearheaded the launch of 9 funds. Mr. Mehrotra commented: “In the beginning it was difficult to get people to engage. We launched our first fund in 2016. All of our funds were opportunistic or thematic in nature. We look forward to building on our experience and telling our story to a wider audience. We really enjoy sifting through the sheer number of investment opportunities and bringing unique companies to our investors that we can locate and add to our funds. We believe we have a unique offering and skills that investors are not able to source on their own or through their traditional investment professional.

For more information visit

Robert Riedl, CPA, CFP®, AWMA®
Managing member
Global Alternatives Investment Management LLC
[email protected]

Global Alts relies on the investment advisor registration of Endowment Wealth Management, Inc. based on certain no-action letters issued to the American Bar Association in the past. Global Alts’ investment advisory activities are subject to the Investment Advisers Act of 1940 and its rules and are subject to review by the Securities and Exchange Commission.

SOURCE Global Alternative Investment Management LLC

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