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 LLC is an independent registered investment adviser that became SEC-registered in 2018 and is owned by an individual. The firm charges a mix of fixed fees and performance-based fees, and it does not self-identify as an active ESG investor. It is not registered as a multi-state adviser, nor does it present itself as a capital allocator or pension consultant. Public filings do not list specific client segments or detailed business activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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