Global Imc LLC

RIASEC RegisteredEst. 2014

Total AUM

$790M

Discretionary

$790M

100% of AUM

Avg account

$87.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Solana Beach, California
CRD number: 170870
Registered since: May 23, 2014
Website: eaminvestors.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles63.02%
Charitable Organizations19.86%
Investment Companies17.11%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Global Imc LLC is an institutional registered investment adviser that has been SEC-registered since 2014 and operates as a limited liability company. The firm serves institutional clients and is described as a capital allocator that charges fees as a percentage of assets under management. Its advisory mandate covers portfolio management for investment companies, pooled investment vehicles and institutional or business investors, and it also conducts selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Exchange Traded Equities95%
Cash & Cash Equivalents5%

Owners & executives

3 of 3

Derek Gaertner
Director, Chief Operating Officer, Chief Compliance OfficerCRD 5073232
Travis Prentice
Chief Investment Officer, Portfolio ManagerCRD 3106625
Iris Kelly
Chief Compliance OfficerCRD 5444088