METIS GLOBAL PARTNERS, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 167276
- Registered since
- April 17, 2015
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles77.42%
- Charitable Organizations21.3%
- State / Municipal Government1.28%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Metis Global Partners, LLC is an SEC-registered RIA (formed in 2015) that manages institutional mandates on a percentage-of-AUM fee basis. The firm’s advisory work centers on portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its client base is institutional, and the firm does not present itself as a capital allocator or an active ESG investor. Metis is organized as an LLC and is owned by a mix of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1MACHEL ALLEN
President and Chief Investment OfficerCRD 6193494
Contacts
2 of 2THOMAS MULLIGAN
DirectorCRD 2592309
IRINA GOROKHOV
Senior Research AnalystCRD 6193496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$699M in ETFs
100%
$696M
0%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF (BCI) | Passive | Commodities Broad Basket | $299M | 12,295,768 | 42.75% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 501 W Broadway
- Time zone
- PT (UTC-8)
- Office locations
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