GLOBAL ENVIRONMENT FUND

RIASEC RegisteredEst. 1991
Total AUM
$116M
Discretionary
$116M
100% of AUM
Avg account
$16.6M
Accounts
7
Employees
3
Advisory reps
6

Firm details

Headquarters
BETHESDA, Maryland
CRD number
107208
Registered since
June 3, 1991
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Global Environment Fund is a corporate investment manager established as an SEC-registered adviser in 1991 that focuses on pooled private equity vehicles for institutional investors. The firm serves as sponsor and general partner/manager of pooled funds rather than acting as a broad capital allocator. Its business model centers on portfolio management for pooled investment vehicles and it charges both a percentage-of-assets fee and performance-based fees. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 6
  • KATIE VASILESCU

    CCOCRD 6049194

  • Carolyn Leonard

    Board MemberCRD 7060902

  • JAMES GREGORY

    Board MemberCRD 4361317

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
4800 Hampden Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth