Global X Management Company LLC

RIASEC RegisteredEst. 2008
Total AUM
$83B
Discretionary
$83B
100% of AUM
Avg account
$615M
Accounts
135
Employees
146
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
146932
Registered since
April 25, 2008
Fee structure
Percentage of AUM
Client types
  • Investment Companies92.87%
  • Pooled Investment Vehicles7.13%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Global X Management Company LLC is an institutional RIA organized as an LLC and registered with the SEC in 2008. The firm serves institutional clients and operates primarily as a capital allocator, charging fees as a percentage of assets under management. Its advisory remit includes portfolio management for investment companies and pooled investment vehicles, plus the selection of external advisers. The firm is active in CPO/CTA activities and has roles that include sponsoring or acting as general partner/manager of pooled investment vehicles. Global X identifies as an active ESG investor and maintains affiliations across the industry that extend to broker-dealer activity and other investment-adviser relationships.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Alex Ashby

    Alex Ashby

    Chief Operating OfficerCRD 7839371

  • Joseph Costello

    Joseph Costello

    Chief Compliance OfficerCRD 6773283

  • Thomas Park

    Co-ceoCRD 5404378

Contacts

3 of 4
  • Ryan O'connor

    Ryan O'connor

    Vice PresidentCRD 5175465

  • Young Kim

    Senior Portfolio ManagerCRD 5750486

  • Keiko Tashiro

    ManagerCRD 1782834

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
605 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth