U.S Global Investors, Inc.
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 111097
- Registered since
- June 16, 1968
- Website
- www.usfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies98.7%
- Pooled Investment Vehicles1.3%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
U.S. Global Investors, Inc. is a corporate, privately owned institutional registered investment adviser that focuses on serving institutional clients. The firm is registered with the SEC and first registered in 1968. Its primary advisory activity is portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. The firm is not identified as an active ESG investor and is structured to serve institutional mandates rather than retail or family-office clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Frank Holmes
CEOCRD 4385517
Lisa Callicotte
Chief Financial OfficerCRD 5703473
Monica Blanco
Chief Compliance OfficerCRD 7190125
Contacts
3 of 4
Thomas Lydon
FounderCRD 1099080
Jerold Rubinstein
Chairman of the BoardCRD 4385786
Roy Terracina
DirectorCRD 4386182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$6.9M in ETFs
100%
$6.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X SILVER MINERS ETF (SIL) | GlobalX | Passive | Equity Precious Metals | $3.4M | 40,000 | 49.81% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 7900 Callaghan Rd
- Time zone
- CT (UTC-6)
- Office locations
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