GLOBIS CAPITAL MANAGEMENT L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
170490
Registered since
March 6, 2014

Firm profile

FINTRX

Overview

Globis Capital Management L.P. operates as a limited partnership that builds and manages pooled investment vehicles, serving as sponsor, general partner and managing member for at least one private fund. The firm’s regulatory filings show a focus on hedge fund arrangements rather than retail advisory relationships, and it is not identified as an active ESG investor. Its registration dates back to 2014, and its activities are organized around acting as an investment sponsor and GP rather than running separate, client-facing advisory accounts. Given the firm’s classification and activity lines, the core investment work centers on running a private pooled vehicle and providing the governance, operations and investment oversight that a general partner typically provides. That positioning suggests the firm sources and allocates capital into alternative strategies through the pooled structure rather than offering a broad menu of separately managed accounts or mutual fund products.

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

1 of 1
  • PAUL PACKER

    Portfolio ManagerCRD 2421511

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
7100 Camino Real
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth