Globeflex Capital LP

RIASEC Registered

Total AUM

$4.6B

Discretionary

$4.4B

96% of AUM

Avg account

$148M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 106417
Registered since: March 8, 1994
Website: www.globeflex.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: State / Municipal Government39.1%
Pooled Investment Vehicles32.01%
Pension & Profit Sharing Plans18.46%
Other Investment Advisers5.74%
Corporations / Businesses4.32%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Globeflex Capital LP is a partnership-structured institutional RIA registered with the SEC since 1994 that serves primarily institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions. Its fee arrangements include asset-based fees, performance-linked fees and other bespoke fee structures. Globeflex reports being an active ESG investor, and it is not organized as a capital allocator. Ownership is a mix of a domestic entity and an individual.