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Globalvest Management Co LP (St. Thomas)


Globalvest Management Co LP is a large advisory firm based in St. Thomas. It manages $299 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2000.

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Globalvest Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Globalvest Management: assets under management

The assets under management (AUM) of Globalvest Management Co LP is $299 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $299 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Globalvest Management Co LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Globalvest Management Company Incorporated 1 May 1995 Other 66-0520680

Based in St. Thomas

The principal office where Globalvest Management Co LP performs its advisory services is located at 6000 Estate Charlotte Amalie, Ste 4, St. Thomas, VI 00802 The mailing address of the firm is P.O. Box 503210, St. Thomas, VI 00805. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 340-775-8000 or by fax 340-777-3880. The normal business hours are 8:30 a.m. to 5:30 p.m. ast on Monday - Friday. You can find more information about the New York firm at www.globalvest.com.


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