GLOBAL BETA ADVISORS

Overview

Global Beta Advisors is a small, privately owned investment adviser organized as a limited liability company and SEC-registered in 2018. The firm’s reported activity centers on equity-oriented portfolio management: exchange-traded equities (including ETFs) make up the bulk of assets under management, and discretionary management appears to be the primary delivery model. Fee arrangements include fixed fees and performance-based fees, indicating the firm is structured to accommodate both advisory retainers and incentive-driven mandates — a setup that aligns with use of external managers or performance-seeking strategies. The adviser does not report active ESG investing and is not registered as a multi-state adviser. Public filings provide limited detail on business lines and client segmentation, but the asset mix and fee structure point to a focus on concentrated, managed equity exposures supplemented by allocations to professional alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices