Vanguard Global Advisers, LLC
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 164593
- Registered since
- July 23, 2012
- Website
- www.vanguardoffshore.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Vanguard Global Advisers, LLC operates as an institutional registered investment adviser and limited liability company that serves institutional clients and acts as a capital allocator. The firm is structured to manage pooled investment vehicles and to select sub‑advisers, and it also performs CPO/CTA activities. Its advisory fees are charged as a percentage of assets under management. The firm identifies itself as an active ESG investor and lists a mix of industry affiliations that include broker‑dealer, registered municipal advisor, trust company, insurance company and banking relationships. Ownership is recorded as a combination of a domestic entity and individuals.
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
2 of 2
Gregory Davis
President, Chief Investment OfficerCRD 2416369
Carrie Simons
Chief Financial OfficerCRD 2827235
Contacts
3 of 3
Sujatha Srinivasan
PrincipalCRD 4435862
Laura Merianos
ManagerCRD 7470787
Katherine Pope
CCOCRD 5772339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$108B in ETFs
95%
$103B
0%
$5.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $28.3B | 41,269,848 | 26.21% |
Location
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 100 Vanguard Blvd
- Time zone
- ET (UTC-5)
- Office locations
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