RIA Intel›Advisers›California›METIS GLOBAL PARTNERS, LLC

METIS GLOBAL PARTNERS, LLC

Advisory

N·SAN DIEGO, CA

Data as of May 13, 2026 · Source: SEC Form ADV

Total AUM
$5.7B
1-Year AUM Growth
+67.3%
3-Year CAGR
+139.1%
Employees
5
Assets Under Management
Total AUM$5.7B
Discretionary AUM$5.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees5
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record25
First FilingApr 6, 2015
Latest FilingMay 13, 2026
🔒 Full AUM trend chart and 25 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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