GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 167429
- Registered since
- June 12, 2013
- Website
- connect.rightprospectus.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Global Atlantic Investment Advisors, LLC is a SEC-registered asset manager (registered in 2013) that operates as a capital allocator to institutional clients. The firm’s advisory activities center on portfolio management for investment companies and the selection of sub-advisers. It charges fees as a percentage of assets under management. Global Atlantic Investment Advisors is affiliated with broker-dealer, other investment-adviser, and insurance company entities. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRIAN KORBESMEYER
Chief Accounting OfficerCRD 8063312
Contacts
3 of 4CAMERON JEFFREYS
Senior Vice PresidentCRD 6183204
ERIC TODD
Managing DirectorCRD 2175308
DAVID CAPALBO
Vice PresidentCRD 2915399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 10 W Market St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BEDEL FINANCIAL CONSULTING INC
RIAINDIANAPOLIS, IN
WOODLEY FARRA
RIAINDIANAPOLIS, IN
ELSER FINANCIAL PLANNING, INC.
RIAINDIANAPOLIS, IN
THURSTON SPRINGER ADVISORS
RIAINDIANAPOLIS, IN
AXIA ADVISORY
RIAINDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC
RIAINDIANAPOLIS, IN