Global Beta Advisors
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 298176
- Registered since
- September 4, 2018
- Website
- www.globalbetaadvisors.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Other100%
Firm profile
FINTRXOverview
Global Beta Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC since 2018. Ownership is held by an individual, and the firm operates under a mix of fixed fees and performance-based fee arrangements. They do not identify as a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator, and there is no public information indicating related-adviser or family office services. The firm’s public disclosures are limited, but the available filing indicates a concentrated, equity-focused approach that relies on third-party managers for alternative exposure rather than operating as a direct allocator to private deals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2Vincent Lowry
Chief Executive OfficerCRD 1257527

Justin Lowry
President, CIOCRD 6593126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 9 N 5 Points Rd
- Time zone
- ET (UTC-5)
- Office locations
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