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Ewm Alternative Investments SPV, LLC - Series 5 - Fintech

Venture Capital FundFund ID 805-4370801256Delaware, United States
Gross assets
$16M
Min. investment
$100K
Beneficial owners
22
Size rank
Top 72%
Audited
Yes
Structure
Standalone

About this fund

Ewm Alternative Investments SPV, LLC - Series 5 - Fintech is a venture capital fund managed by Endowment Wealth Management, Inc.. The fund reports $16 million in gross assets, placing it among the top 72% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-4370801256
Fund typeVenture Capital Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued16%

Other funds from this manager

FundTypeGross assets
Global Alts SPV LLC - Groq AiVenture Capital$37.1M
Global Alts SPV LLC - Nse IndiaPrivate Equity$9.3M
Ewm Alternative Investments SPV, Llc-Series 7-Unicorn Tech Fund IIVenture Capital$8.5M
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Frequently asked questions

How large is Ewm Alternative Investments SPV, LLC - Series 5 - Fintech?

Ewm Alternative Investments SPV, LLC - Series 5 - Fintech reports $16 million in gross assets, among the top 72% of private funds by size.

What is the minimum investment for Ewm Alternative Investments SPV, LLC - Series 5 - Fintech?

The stated minimum investment is $100,000.

Who manages Ewm Alternative Investments SPV, LLC - Series 5 - Fintech?

Ewm Alternative Investments SPV, LLC - Series 5 - Fintech is managed by Endowment Wealth Management, Inc.

Does Ewm Alternative Investments SPV, LLC - Series 5 - Fintech disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian

Reported gross assets

$16M▲ 125%
Jan '25 — $7.1MFeb '25 — $7.1MMar '25 — $8.5MApr '25 — $8.5MMay '25 — $8.5MJun '25 — $8.5MJul '25 — $8.5MAug '25 — $8.5MSep '25 — $8.5MOct '25 — $8.5MNov '25 — $8.5MDec '25 — $8.5MJan '26 — $8.5MFeb '26 — $8.5MMar '26 — $16MApr '26 — $16MMay '26 — $16MJun '26 — $16M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 72%
Larger than 28% of 67,041 private funds
Gross assets vs Venture Capital FundsTop 52%
Larger than 48% of 5,217 venture capital funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons12%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.