Global Beta Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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
Phone215-531-8234
Address9 N Five Points Road
West Chester, PA 19380
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
25201510502010201520212027
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)
LEI2549001FXAWB88XWWS12
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
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com