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Matthew Bank

Chief Investment Officer at Global Endowment Management

Officer recordForm ADV filed 28 August 2026

Matthew Bank is Chief Investment Officer of Global Endowment Management, LP, a Charlotte investment adviser.

Career

Matthew Bank has been Chief Investment Officer of Global Endowment Management since January 2025. Matthew Bank is a control person of the firm and directly owns under 5% of it.

Global Endowment Management, LP is a Charlotte, NC firm with $12.9B under management, 46 clients and 23 advisers across 2 offices, as of its August 2026 filing.

In a January 2025 announcement, GEM said Matt Bank became Co-CIO effective January 1, 2025, and would assume the CIO role in 2026.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Matthew Bank is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Matthew Bank
CRD
5019752
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Matthew Bank work?

Matthew Bank has been Chief Investment Officer of Global Endowment Management, LP since January 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 August 2026

Leadership at Global Endowment Management

Sources

  1. IAPD individual lookup, CRD 5019752. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Global Endowment Management, LP, filed 28 August 2026. Title, control and ownership bands.
  3. Global Endowment Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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