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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

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 typeClientsAUM
Other2$198.3M
Charitable organizations1$15.9M
Other investment advisers1$263.9M
Pooled investment vehicles8$1.47B
Pension and profit sharing plans5$848.3M
State or municipal government entities5$1.80B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients2322
Aug 12, 2026RegistrationAPPROVED

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.