GLOBAL INVESTMENT CAPITAL LLC

Overview

Global Investment Capital LLC is a small, independent registered investment adviser structured as a limited liability company that serves individual and family clients, plus small businesses for portfolio management. The firm offers financial planning and portfolio management services and charges clients via a blend of percentage-of-AUM, hourly, and fixed-fee arrangements. It is owner-operated and not positioned as a capital allocator or a multi-state/ESG specialist. Current activity shows a conservative posture: client assets are concentrated in cash and cash equivalents, while the firm also sources exposure to traditional pooled vehicles such as mutual funds and insurance products like annuities. Where it pursues higher-return strategies, those take the form of third-party alternative vehicles and private deals — venture capital, private placements and real estate — typically accessed via external managers rather than in-house fund platforms. The firm lists relationships with professional service partners (accountants, insurance companies, pension consultants and real estate brokers), indicating use of outside specialists when executing nontraditional transactions or coordinating tax, insurance or property-related work.

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Location & Offices