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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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Investment companies | 16 | $2.70B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $2,813,558,831 | $2,696,672,242 | decreased by$116,886,589 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,902,793,161 | $2,813,558,831 | decreased by$1,089,234,330 |
| Apr 1, 2022 | Employees | 18 | 15 | decreased by3 |
| Apr 1, 2022 | Clients | 23 | 16 | decreased by7 |
| Apr 1, 2022 | AUM | $3,794,768,997 | $3,902,793,161 | increased by$108,024,164 |
| Apr 1, 2022 | Accounts | 23 | 16 | decreased by7 |
| 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 “GLOBAL ATLANTIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL ATLANTIC” 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.