|
⚲
|
| Keyboard |
| Global Beta Advisors LLC
✚
|
|
|---|---|
| CRD # | 298176 |
| SEC # | 801-113933 |
| CIK # | 0001766789 |
| AUM | 28.8 M (2026-02-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-531-8234 |
| Address | 9 N Five Points Road West Chester, PA 19380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (7/10/2026) [Brochure] |
|---|
Item 5 Fees and Compensation Portfolio Management Services Users of the Artha platform pay a monthly fixed fee for access to the platform and use the model portfolios we manage. The amount of the monthly platform fee depends on the level of support we provide to you in your use and administration or the platform for your accounts and is subject to change upon notice to clients depending on numerous factors, including the volume and type of trading in a client's account and the aggregate cost of custodial, trade execution, advisory, and other services that are provided to clients. The monthly fee is charged monthly in arrears commencing on the date of the account opening and thereafter upon each monthly anniversary of the account opening. Users of the Artha platform also pay a performance fee based on the model portfolio's out-performance over the benchmark of the particular model selected by the user. The benchmark used in performance- based fees is defined in the Investment Advisory Agreement between the parties. Please see Item |
| Account Minimums and Types of Clients — Form ADV Part 2A (7/10/2026) [Brochure] |
|---|
Item 7 Types of Clients We offer investment advisory services to registered investment advisers, institutional investors, and private investors through our platform. In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size. For example, we may waive the minimum if you appear to have significant potential for increasing your assets under our management. We may also combine account values for you and your minor children, joint accounts with your spouse, and other types of related accounts to meet the stated minimum. |
| AUM Breakdown | Accounts | AUM ($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 | 0 | 0.0 |
| (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 | 6 | 0.0 |
| By Discretionary | ||
| Discretionary | 6 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 6 | 0.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766789] |
| Firm Profile (Form ADV) | |
|---|---|
| LEI | 2549001FXAWB88XWWS12 |
| Comparable Firms | State | AUM |
|---|---|---|
|
CNL Residential Credit Manager LLC
✚
|
FL | 48.0 M |
|
Quantessence Capital LLC
✚
|
NY | 45.5 M |
|
Gavltd International Corporation
✚
|
TX | 34.3 M |
|
Investall Inc
✚
|
NY | 26.2 M |
|
Mount Street Portfolio Advisers LLC
✚
|
NY | 18.6 M |
|
Global Autotrading Inc
✚
|
7.3 M | |
|
Magnifi LLC
✚
|
CO | 2.1 M |
|
American Trailer Works Inc
✚
|
||
|
American Capital Management LLC
✚
|
||
|
Arena Ventures L&W SPV II LLC
✚
|