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GLOBAL BETA ADVISORS
Legal name: GLOBAL BETA ADVISORS LLC
CRD 298176File 801-113933
APPROVED
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$28.8M
Bottom 25% of cohort (national)
Discretionary AUM
$28.8M
Clients
0
6 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 4, 2018
- Principal office
- 9 N. FIVE POINTS ROAD, SUITE 4, WEST CHESTER, PA, 19380
- Phone
- 215-531-8234
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $28.8M
- Discretionary AUM
- $28.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
Advisory activities
- Other advisory activities
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 |
|---|---|---|---|
| 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.