Cannon Global Investment Management, LLC

RIASEC RegisteredEst. 2019
Total AUM
$92.9M
Discretionary
$92.9M
100% of AUM
Avg account
$46.5M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
Davie, Florida
CRD number
301911
Registered since
July 11, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cannon Global Investment Management, LLC is a hedge fund organized as an LLC that provides portfolio management for pooled investment vehicles and operates in a CPO/CTA capacity. The firm is individually owned and has been SEC-registered since 2019. Its client focus is institutional investors, and its compensation includes both a percentage of assets under management and performance-based fees. Cannon Global also serves as sponsor/GP/managing member of pooled vehicles rather than acting solely as a third-party allocator. The firm does not identify as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Benjamin Flora

    Benjamin Flora

    Chief Operating OfficerCRD 5825292

  • Thomas Morphet

    Thomas Morphet

    Chief Executive OfficerCRD 5658430

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$951K in ETFs

Passive

100%

$951K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV)BlackRockPassiveTechnology$562K6,20059.05%

Location

Primary office

Davie, FL

Broward

Location

Davie, FL

Headquartered in Davie, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
12555 Orange Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth