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| Global Atlantic Investment Advisors LLC
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| |
|---|---|
| CRD # | 167429 |
| SEC # | 801-78132 |
| CIK # | 0001581833 |
| AUM | $2.9 BB (2024-03-26) |
| Employees | 15 (20% Investors, 33% Brokers) |
| Phone | 317-223-2708 |
| Address | 10 West Market Street Indianapolis, IN 46204 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
|---|---|---|---|
| MSFT | 1.9 | 0.3 | |
| NVDA | 0.4 | 0.2 | |
| AAPL | 2.4 | 0.2 | |
| AMZN | 1.1 | 0.1 | |
| GOOGL | 1.5 | 0.1 | |
| META | 0.4 | 0.1 | |
| GOOG | 1.5 | 0.1 | |
| LLY | 0.3 | 0.1 | |
| AVGO | 0.2 | 0.1 | |
| UNH | 0.5 | 0.1 | |
| View All | |||
| Holdings by Sector ($TT) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 16 | 2.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 2.9 |
| By Discretionary | ||
| Discretionary | 16 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 16 | 2.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001581833] | |
| 13F-NT | [0001581833] |
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