Globeflex Capital LP

RIASEC RegisteredEst. 1994

Total AUM

$4.6B

Discretionary

$4.4B

96% of AUM

Avg account

$148M

Accounts

31

Employees

26

Advisory reps

8

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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

Pamela Pendrell
Partner and Chief Compliance OfficerCRD 4170485
Jennifer Eve
Partner & Chief Financial OfficerCRD 7244147
Marina Marrelli
Partner, Co-Founder and Chief Executive OfficerCRD 1791543

Contacts

3 of 5

Robert Anslow
Partner and Co-FounderCRD 1673907
Eileen Levi
Limited PartnerCRD 2251578
James Peterson
PartnerCRD 2826540

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$2.1M in ETFs

Passive

100%

$2.1M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI INDIA ETF (INDA)	BlackRock	Passive	India Equity	$2.1M	43,326	100.00%

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region: West
County: San Diego
Address: 4365 Executive Dr
Time zone: PT (UTC-8)
Office locations

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