Mission
To provide best-in-class investment management services, at below market cost, with unparalleled client alignment and transparency.
Public Charity
Multilateral Endowment Management Company
Based in Edmond, OK, Multilateral Endowment Management Company operates as a Public Charity. The organization reported $4.9M in revenue, $4.9M in expenses, $3.4M in total assets for fiscal year 2025.
EIN: 842441187
Edmond, OK
Management & Technical Assistance
NTEE: B02
Latest filing: 2025
Total Revenue$4.9M
Total Expenses$4.9M
Total Assets$3.4M
Grant Records0
Filing Years2021–2025
Officers & Directors
COO & General Counsel/Secretary
Ashley Roche
Board member
Blaire Atkinson
Board member
Brad Williams
Chairman of the Board of Directors
Bryan Begley
Board member
Carl Thoma
Associate Director of ODD
Cooper Davis
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.9M | $4.9M | $3.4M |
| 2024 | $4.7M | $4.7M | $2.5M |
| 2023 | $2.4M | $2.8M | $2.0M |
| 2022 | $2.8M | $2.4M | $2.3M |
| 2021 | $2.4M | $2.4M | $919K |
Between 2021 and 2025, reported annual revenue grew from $2.4M to $4.9M (+102%), with total assets most recently reported at $3.4M.
Interactive year-over-year charts and full filing details available with membership.