← Directory
GLOBEFLEX CAPITAL LP
CRD 106417File 801-45959
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.60B
Top 25% of cohort (national)
Discretionary AUM
$4.41B
Non-discretionary $187.6M
Clients
22
31 accounts
Employees
26
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 8, 1994
- Principal office
- 4365 EXECUTIVE DR. STE 720, SAN DIEGO, CA, 92121-2126
- Phone
- 858-658-9060
- Website
- HTTP://WWW.GLOBEFLEX.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.60B
- Discretionary AUM
- $4.41B
- Non-discretionary AUM
- $187.6M
- Discretionary accounts
- 30
- Non-discretionary accounts
- 1
- Total accounts
- 31
- AUM per client
- $208.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $198.3M |
| Charitable organizations | 1 | $15.9M |
| Other investment advisers | 1 | $263.9M |
| Pooled investment vehicles | 8 | $1.47B |
| Pension and profit sharing plans | 5 | $848.3M |
| State or municipal government entities | 5 | $1.80B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — RESEARCH REIMBURSEMENT FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 23 | 22 | decreased by1 |
| Apr 1, 2026 | Clients | 25 | 23 | decreased by2 |
| Apr 1, 2026 | AUM | $4,561,207,454 | $4,595,328,445 | increased by$34,120,991 |
| Apr 1, 2026 | Accounts | 30 | 31 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 26 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24 | 25 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,668,601,978 | $4,561,207,454 | increased by$892,605,476 |
| Apr 1, 2022 | Employees | 29 | 27 | decreased by2 |
| Apr 1, 2022 | Clients | 26 | 24 | decreased by2 |
| Apr 1, 2022 | AUM | $3,271,315,829 | $3,668,601,978 | increased by$397,286,149 |
| Apr 1, 2022 | Accounts | 31 | 30 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLOBEFLEX CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBEFLEX CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.