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| Globalt Investments LLC
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|---|---|
| CRD # | 328039 |
| SEC # | 801-129022 |
| CIK # | 0001003553, 0002011891 |
| AUM | $3.0 B (2026-04-14) |
| Employees | 18 (100% Investors, 0% Brokers) |
| Phone | 404-364-2188 |
| Address | 3200 Windy Hill Road, SE Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Trebia Acquisition Corp | 0.3 | ||
| SPDR Gold Trust | 0.1 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| iShares Silver Trust | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,335 | 0.7 |
| (b) Individuals (high net worth individuals) | 727 | 1.6 |
| (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 | 15 | 0.1 |
| (h) Charitable organizations | 75 | 0.2 |
| (i) State or municipal government entities | 5 | 0.2 |
| (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 | 91 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,248 | 3.0 |
| By Discretionary | ||
| Discretionary | 3,248 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,248 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 3,248 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001003553] | |
| 13F-HR | [0002011891] |
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|---|---|---|
|
Disciplina Capital Management LLC
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|
TN | 3.1 |
|
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Chesley Taft & Associates LLC
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MMBG Investment Advisors Co
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