Vanguard Global Advisers, LLC
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 164593
- Registered since
- July 23, 2012
- Website
- www.vanguardoffshore.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Vanguard Global Advisers, LLC is an SEC-registered limited liability company (registered in 2012) that acts primarily as an institutional capital allocator. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor. Its business activities include operating as a CPO/CTA and serving as portfolio manager for pooled investment vehicles; it also performs selection of other advisers, indicating a role in appointing and overseeing external sub-advisers. Ownership is listed as a combination of domestic entity and individual, and the adviser does not report multi-state adviser status.
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
Owners & executives
2 of 2
Gregory Davis
President, Chief Investment OfficerCRD 2416369
Carrie Simons
Chief Financial OfficerCRD 2827235
Contacts
3 of 3Katherine Pope
CCOCRD 5772339
Sujatha Srinivasan
PrincipalCRD 4435862
Laura Merianos
ManagerCRD 7470787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$45.6B in ETFs
95%
$43.3B
0%
$2.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $23.7B | 39,600,312 | 51.90% |
Location
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 100 Vanguard Blvd
- Time zone
- ET (UTC-5)
- Office locations
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