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 SEC-registered (initial registration in 2011). FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. The record identifies ownership as a combination of a domestic entity and an individual. The firm's profile in FINTRX indicates a narrow regulatory/advisory footprint: it is not listed as a multi-state adviser, not a pension consultant, not a related adviser, and is not identified as an active ESG investor. Specifics about the firm’s advisory services, fee schedule, client segments, or ongoing business activities are not supplied in the source data.
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
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