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GLOBAL INVESTMENT ADVISER LC

Advisory

N·NORTH PALM BEACH, FL

Data as of May 31, 2025 · Source: SEC Form ADV

Total AUM

$276M

1-Year AUM Growth

+7.8%

3-Year CAGR

-27.6%

Employees

1

Assets Under Management

Total AUM$276M

Discretionary AUM$9M

Non-Discretionary AUM$267M

Discretionary %3.3%

Total Clients7

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record35

First FilingFeb 23, 2001

Latest FilingMay 31, 2025

🔒 Full AUM trend chart and 35 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GLOBAL INVESTMENT ADVISER LC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.