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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) |
|---|
| CIK | Period |
|---|---|
| 0001581833 | |
| / | |
| Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
|---|---|---|---|
| Microsoft Corp | 1.9 | 0.3 | |
| Nvidia Corp | 0.4 | 0.2 | |
| Apple Inc | 2.4 | 0.2 | |
| Amazon Com Inc | 1.1 | 0.1 | |
| Alphabet Inc | 1.5 | 0.1 | |
| Facebook Inc | 0.4 | 0.1 | |
| Alphabet Inc | 1.5 | 0.1 | |
| Lilly Eli & Co | 0.3 | 0.1 | |
| Broadcom Inc | 0.2 | 0.1 | |
| UnitedHealth Group Inc | 0.5 | 0.1 | |
| J P Morgan Chase & Co | 0.3 | 0.0 | |
| Tesla Motors Inc | 0.7 | 0.0 | |
| Exxon Mobil Corp | 0.4 | 0.0 | |
| VISA Inc | 0.4 | 0.0 | |
| Mastercard Inc | 0.3 | 0.0 | |
| Merck & Co Inc | 0.2 | 0.0 | |
| Johnson & Johnson | 0.5 | 0.0 | |
| Procter & Gamble Co | 0.3 | 0.0 | |
| Costco Wholesale Corp /NEW | 0.2 | 0.0 | |
| Home Depot Inc | 0.3 | 0.0 | |
| Netflix Inc | 0.1 | 0.0 | |
| AbbVie Inc | 0.3 | 0.0 | |
| Adobe Systems Inc | 0.2 | 0.0 | |
| Advanced Micro Devices Inc | 0.1 | 0.0 | |
| Coca Cola Co | 0.3 | 0.0 | |
| Salesforce Com Inc | 0.2 | 0.0 | |
| Qualcomm Inc/DE | 0.1 | 0.0 | |
| Chevron Corp | 0.3 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 16 | 2.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 2.9 |
| By Discretionary | ||
| Discretionary | 16 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 16 | 2.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001581833] | |
| 13F-NT | [0001581833] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Insight Investment International Limited
✚
|
3.0 | |
|
PlanPILOT LLC
✚
|
IL | 3.0 |
|
Putnam Investments Limited
✚
|
3.0 | |
|
Lincoln Advisory Group LLC
✚
|
TX | 3.0 |
|
Locorr Fund Management LLC
✚
|
MN | 3.0 |
|
BlueMountain Fuji Management LLC
✚
|
NY | 2.9 |
|
Knightsbridge Advisers LLC
✚
|
OK | 2.9 |
|
Columbia Threadneedle EM Investments Limited
✚
|
2.9 | |
|
as Investment Management LLC
✚
|
NY | 2.8 |
|
Fidelity Management & Research Japan Limited
✚
|
2.8 |