National Retirement Planning Experts

National Coverage
Local Professionals

GLOBEFLEX CAPITAL LP

4365 Executive Dr. Ste 720
San Diego, California 92121-2126
Tel: 858-658-9060

Need a Financial Advisor?
Compare Vetted Advisors

About GLOBEFLEX CAPITAL LP

GLOBEFLEX CAPITAL LP, formally registered with the SEC as GLOBEFLEX CAPITAL LP. The firm was established in 03/08/1994. They have over 2 offices throughout the country.

GLOBEFLEX CAPITAL LP is a San Diego, California based Financial Planning firm with nearly $4,382,705,923 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106417
SEC#801-45959
Assets Managed by Firm$4,382,705,923
No. of Clients31
No. of Advisors26

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (RESEARCH REIMBURSEMENT FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total31$4,382,705,923
Pension and profit sharing plans6$808,833,035
Charitable organizations1$36,481,720
Other investment advisers2$187,862,613
Corporations or other businesses2$160,579,445

More Retirement Planning firms in San Diego, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in San Diego, California