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 is an institutional registered investment adviser that manages assets on behalf of institutional clients and pooled vehicles. The firm operates as a capital allocator and charges fees based on a percentage of assets under management. Its regulatory filings list CPO/CTA activity and advisory responsibilities that include direct portfolio management for pooled investment vehicles and the selection of third‑party managers. Vanguard Global Advisers identifies as an active ESG investor and is structured as a limited liability company that registered with the SEC in 2012. The adviser’s client base is institutional rather than retail, and it performs sponsor and managing‑member roles for pooled vehicles while also maintaining a broad set of industry affiliations spanning broker‑dealer, trust, banking, insurance, and municipal advisory activities. Vanguard Global Advisers is not designated as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 9Active vs passive
$54.1B in ETFs
95%
$51.5B
0%
$2.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $28.3B | 41,269,848 | 52.41% |
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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