Globalist Capital, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 152786
- Registered since
- June 21, 2011
Firm profile
FINTRXOverview
Globalist Capital, LLC is registered with the SEC and organized as a limited liability company. The firm is classified in FINTRX as an investment bank rather than a traditional registered investment adviser or capital allocator. FINTRX also flags the ownership as a mix of a domestic entity and an individual, and the firm has been SEC-registered since 2011. The database entry does not list advisory activities, fee structure, or a client base, and it is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Those attributes, together with the investment bank classification, suggest the firm's public profile centers on capital-markets or advisory work rather than managing retail or institutional investment portfolios.
Assets & Accounts
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
Owners & executives
3 of 3Neil Morganbesser
President, CEOCRD 2375615
Brandon Bentley
Chief Compliance Officer and General CounselCRD 5066547

Kyle Soucy
Managing Member And Chief Compliance OfficerCRD 6562464
Contacts
3 of 6
Chad Kirschenblatt
Managing PartnerCRD 2503352
Thomas Batchelor
Registered RepresentativeCRD 2910864
Alan Pinto
Managing DirectorCRD 2392283
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
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