Metis Global Partners, LLC

RIASEC RegisteredEst. 2015

Total AUM

$5.7B

Discretionary

$5.7B

100% of AUM

Avg account

$246M

Accounts

23

Employees

11

Advisory reps

3

Firm details

Headquarters: San Diego, California
CRD number: 167276
Registered since: April 17, 2015
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles77.42%
Charitable Organizations21.3%
State / Municipal Government1.28%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Metis Global Partners, LLC is a registered institutional RIA that focuses on managing portfolios for pooled investment vehicles and for business or institutional clients. The firm, formed in 2015, operates under a percentage-of-AUM fee model and serves an institutional client base rather than retail households. Filings indicate Metis is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

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 Equities100%

Owners & executives

1 of 1

Machel Allen
President and Chief Investment OfficerCRD 6193494

Contacts

2 of 2

Thomas Mulligan
DirectorCRD 2592309
Irina Gorokhov
Senior Research AnalystCRD 6193496

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 12

Active vs passive

$897M in ETFs

Passive

97%

$872M

Active

0%

$25.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF (BCI)		Passive	Commodities Broad Basket	$305M	13,673,094	34.04%

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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: 501 W Broadway
Time zone: PT (UTC-8)
Office locations

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