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GLOBEFLEX CAPITAL LP
4365 Executive Dr. Ste 720
San Diego, California 92121-2126
Tel: 858-658-9060
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 $3,759,435,170 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 Status | Approved |
| Firm CRD# | 106417 |
| SEC# | 801-45959 |
| Assets Managed by Firm | $3,759,435,170 |
| No. of Clients | 31 |
| No. of Advisors | 26 |
Fee Structure
- A Percentage of AUM
- Performance Based
- Other(RESEARCH REIMBURSEMENT FEES)
Advisory Services Provided
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 31 | $3,759,435,170 |
| Pension and profit sharing plans | 5 | $682,662,262 |
| Charitable organizations | 1 | $33,147,824 |
| Other investment advisers | 2 | $167,648,334 |
| Corporations or other businesses | 2 | $150,216,376 |
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