GLOBAL IMC LLC
Firm details
- Headquarters
- SOLANA BEACH, California
- CRD number
- 170870
- Registered since
- May 23, 2014
- Website
- eaminvestors.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles63.02%
- Charitable Organizations19.86%
- Investment Companies17.11%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Global Imc LLC is a privately held investment adviser organized as an LLC and SEC-registered since 2014. The firm positions itself as a capital allocator serving institutional clients, charging fees based on a percentage of assets under management. Its advisory work includes portfolio management for registered investment companies, pooled investment vehicles, and institutional or business clients, and it also conducts manager selection for third-party advisers. Global Imc is not flagged as an active ESG investor, does not identify as a multi-state adviser, and does not advertise pension consulting or related-adviser relationships. The firm also has industry roles beyond advisory work, including broker-dealer activities, CPO/CTA functions, and acting as sponsor/GP/managing member for pooled vehicles.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3IRIS KELLY
Chief Compliance OfficerCRD 5444088
DEREK GAERTNER
Director, Chief Operating Officer, Chief Compliance OfficerCRD 5073232
TRAVIS PRENTICE
Co-Founder, CEO, CIO & Portfolio ManagerCRD 3106625
Contacts
2 of 2FRANK HURST
PresidentCRD 3203693
JOSHUA MOSS
Founder & Managing DirectorCRD 4217948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOLANA BEACH, CA
SAN DIEGO
Location
SOLANA BEACH, CA
Headquartered in SOLANA BEACH, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 215 S Highway 101
- Time zone
- PT (UTC-8)
- Office locations
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