Global Atlantic Investment Advisors, LLC

RIASEC RegisteredEst. 2013
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$169M
Accounts
16
Employees
15
Advisory reps
5

Firm details

Headquarters
Indianapolis, Indiana
CRD number
167429
Registered since
June 12, 2013
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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

1 of 1
  • Brian Korbesmeyer

    Chief Accounting OfficerCRD 8063312

Contacts

3 of 4
  • Cameron Jeffreys

    Cameron Jeffreys

    Senior Vice PresidentCRD 6183204

  • Eric Todd

    Managing DirectorCRD 2175308

  • David Capalbo

    Vice PresidentCRD 2915399

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

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