Global Atlantic Investment Advisors, LLC (Indianapolis)
Global Atlantic Investment Advisors, LLC is a large advisory firm based in Indianapolis. It manages $3.55 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Indiana.
Global Atlantic Investment Advisors provides portfolio management for investment companies 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.
Global Atlantic Investment Advisors: assets under management
The assets under management (AUM) of Global Atlantic Investment Advisors, LLC is $3.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Global Atlantic Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Global Atlantic Investment Advisors serves?
The only and largest group of clients of Global Atlantic Investment Advisors is investment companies with 25 clients and $3.55 billion of assets under management. Among the 8 most similar advisory firms, Global Atlantic Investment Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $3.55 billion for 25 clients. None of the firm’s clients are foreign persons or businesses.
Global Atlantic Investment Advisors doesn't advise any private funds.
Careers at Global Atlantic Investment Advisors, LLC
The company employs 17 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Indianapolis
The principal office where Global Atlantic Investment Advisors, LLC performs its advisory services is located at 10 West Market Street, Indianapolis, IN 46204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-223-2708 or by fax 317-223-2750. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at globalatlantic.com.
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