Globalist Capital, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 152786
- Registered since
- June 21, 2011
Firm profile
FINTRXOverview
Globalist Capital, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. FINTRX identifies ownership that includes both a domestic entity and an individual. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. FINTRX records also indicate the firm is not a multi-state adviser, not newly formed as an adviser, and does not serve as a pension consultant or related adviser. The firm has not provided details through FINTRX about its client types, fee structure, specific business lines, or advisory services. That lack of disclosure limits what can be said about its target clients, product shelf, or typical engagement model.
Assets & Accounts
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
Owners & executives
3 of 3
Kyle Soucy
Managing Member And Chief Compliance OfficerCRD 6562464

Neil Morganbesser
CEOCRD 2375615
Brandon Bentley
Chief Compliance Officer and General CounselCRD 5066547
Contacts
3 of 6Alan Pinto
Managing DirectorCRD 2392283

Chad Kirschenblatt
Managing PartnerCRD 2503352
Thomas Batchelor
Registered RepresentativeCRD 2910864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 100 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Eastdil Secured Advisors LLC
Broker-DealerSanta Monica, CA
Apexus Capital LLC
Broker-DealerSanta Monica, CA
MSA Securities, LLC
Broker-DealerSanta Monica, CA
Montminy Securities, LLC
Broker-DealerSanta Monica, CA
Hudson Capital Advisors Bd LLC
Broker-DealerSanta Monica, CA
Clearlake Capital Markets, LLC
Broker-DealerSanta Monica, CA