Global Beta Advisors

RIASEC RegisteredEst. 2018
Total AUM
$28.8M
Discretionary
$28.8M
100% of AUM
Avg account
$4.8M
Accounts
6
Employees
2
Advisory reps
2

Firm details

Headquarters
West Chester, Pennsylvania
CRD number
298176
Registered since
September 4, 2018
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Other100%

Firm profile

FINTRX

Overview

Global Beta Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC since 2018. Ownership is held by an individual, and the firm operates under a mix of fixed fees and performance-based fee arrangements. They do not identify as a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator, and there is no public information indicating related-adviser or family office services. The firm’s public disclosures are limited, but the available filing indicates a concentrated, equity-focused approach that relies on third-party managers for alternative exposure rather than operating as a direct allocator to private deals.

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

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2
  • Vincent Lowry

    Chief Executive OfficerCRD 1257527

  • Justin Lowry

    Justin Lowry

    President, CIOCRD 6593126

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Chester, PA

Chester

Location

West Chester, PA

Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
9 N 5 Points Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth