Global Atlantic Investment Advisors LLC

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Assets, Funds, Holdings

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Global Atlantic Investment Advisors LLC
CRD #167429
SEC #801-78132
CIK #0001581833
AUM $2.8 B (2025-03-31)
Employees 15 (20% Investors, 33% Brokers)
Phone317-223-2708
Address10 West Market Street
Indianapolis, IN 46204
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
7.56.04.53.01.50.02011201620212026
CIK Period
0001581833
Sector Form 13F Holdings Value ($T)
Microsoft Corp 0.0
Nvidia Corp 0.0
Broadcom Inc 0.0
Apple Inc 0.0
Amazon Com Inc 0.0
Alphabet Inc 0.0
Lilly Eli & Co 0.0
Facebook Inc 0.0
UnitedHealth Group Inc 0.0
Mastercard Inc 0.0
Merck & Co Inc 0.0
Wells Fargo & Co/MN 0.0
J P Morgan Chase & Co 0.0
Netflix Inc 0.0
American Express Co 0.0
Intuit Inc 0.0
Gilead Sciences Inc 0.0
Bank of America Corp /DE/ 0.0
TJX Companies Inc /DE/ 0.0
Texas Instruments Inc 0.0
Sempra Energy 0.0
Johnson & Johnson 0.0
Philip Morris International Inc 0.0
Nasdaq OMX Group Inc 0.0
Honeywell International Inc 0.0
Linde PLC 0.0
VISA Inc 0.0
Boston Scientific Corp 0.0
Abbott Laboratories 0.0
Danaher Corp /DE/ 0.0
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AUM Breakdown Accounts AUM ($B)
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 2.8
(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 2.8
By Discretionary
Discretionary 16 2.8
Non-Discretionary 0 0.0
Total 16 2.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.8
Total 16 2.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001581833]
13F-NT [0001581833]
Comparable Firms State AUM ($B)
Integral ILS Ltd
2.9
Guggenheim Private Investments LLC
NY 2.9
as Investment Management LLC
NY 2.8
Columbia CENT CLO Advisers LLC
MA 2.8
Westchester Capital Management LLC
NY 2.8
Fidelity Management & Research Japan Limited
2.8
Praxis Investment Management Inc
IN 2.8
AGF Investments LLC
MA 2.8
Blockchain Capital LLC
CA 2.8
River Global Investors LLP
2.7
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