← Directory

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Legal name: GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

CRD 167429File 801-78132
APPROVED
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.70B
Top 25% of cohort (national)
Discretionary AUM
$2.70B
Clients
16
16 accounts
Employees
15
Top 25% of cohort in IN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jun 12, 2013
Principal office
10 WEST MARKET STREET, SUITE 2300, INDIANAPOLIS, IN, 46204
Phone
317-223-2708

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.70B
Discretionary AUM
$2.70B
Non-discretionary AUM
$0
Discretionary accounts
16
Non-discretionary accounts
0
Total accounts
16
AUM per client
$168.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies16$2.70B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
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.