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GLOBEFLEX CAPITAL LP
CRD 106417File 801-45959
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 23 | 22 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.

