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| Global Opportunistic Investment LLC
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|
|---|---|
| CRD # | 319494 |
| SEC # | 801-123654 |
| CIK # | |
| AUM | $63.6 MM (2022-09-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-497-4191 |
| Address | 801 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 3.5 |
| (b) Individuals (high net worth individuals) | 27 | 60.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 124 | 63.6 |
| By Discretionary | ||
| Discretionary | 93 | 62.1 |
| Non-Discretionary | 31 | 1.5 |
| Total | 124 | 63.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 60.1 | |
| Total | 124 | 63.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 0.1 |
|
East Beach Asset Management LLC
✚
|
CA | 0.1 |
|
Nest Investments LLC
✚
|
PA | 0.1 |
|
Baffin Advisors LLC
✚
|
NY | 0.1 |
|
Capital Formation Advisers LLC
✚
|
NY | 0.1 |
|
White Lighthouse Investment Management SARL
✚
|
0.1 | |
|
Knecht Capital Management LLC
✚
|
CA | 0.1 |
|
Financial Resources Management Inc
✚
|
NY | 0.1 |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |
|
Federmann Financial Advisors Inc
✚
|
NY | 0.1 |