GLOBAL SPECIAL SITUATIONS RESEARCH CO. INC.

Overview

This is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses, with service also available to institutional clients. The firm charges a percentage-of-AUM fee and reports a clear preference for publicly traded equities as the primary allocation vehicle. It is not identified as an active ESG investor and does not report multi-state adviser status. Investment activity centers on separately managed equity exposures rather than broad alternatives or private market commitments. Advisory scope is narrowly tailored: direct portfolio management rather than pension consulting or large-scale capital allocation. The firm’s stated preference and asset mix point to a stock- and ETF-driven approach with discretionary mandates for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices