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| Happy Holidays!! thanks for using AUM13F!! |
| Metis Global Partners LLC
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| CRD # | 167276 |
| SEC # | 801-91173 |
| CIK # | 0001594916 |
| AUM | $4.7 B (2025-06-09) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 858-436-3030 |
| Address | 501 W Broadway San Diego, CA 92101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| ETFS Gold Trust | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Metis Equity Trust- Metis Real Asset Index Portfolio | [2024-02-23] | 665.5 | 653.3 |
| Other | Metis Equity Trust- Metis International Climate Aligned Index Portfolio | [2023-03-30] | 133.5 | 138.1 |
| Other | Metis Equity Trust- Metis US Climate Aligned Index Portfolio | [2023-03-30] | 406.2 | 422.2 |
| Other | Metis Equity Trust- Metis Global Equity Index Portfolio | [2022-03-31] | 438.8 | 453.6 |
| Other | Metis Equity Trust- Metis International Equity Index Portfolio | [2022-03-31] | 98.8 | 99.1 |
| Other | Metis Equity Trust- Metis US Equity Index Portfolio | [2021-03-29] | 455.1 | 482.9 |
| Other | Metis Equity Trust - International Micro Cap Portfolio | [2018-03-29] | 17.4 | 17.2 |
| Other | Metis Equity Trust- Metis Emerging Markets Equity Portfolio | [2015-04-06] | 176.4 | 172.7 |
| Other | Metis Equity Trust - Metis Emerging Markets Small Cap Portfolio | [2015-04-06] | 0.0 | 0.0 |
| Other | Metis Equity Trust - Metis Global Equity Portfolio | [2015-04-06] | 0.6 | 0.6 |
| View All | ||||
| 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 | 14 | 3.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.0 |
| (i) State or municipal government entities | 2 | 0.1 |
| (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 | 25 | 4.7 |
| By Discretionary | ||
| Discretionary | 25 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 25 | 4.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Machel Allen | 14 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001594916] | |
| D | [0001594916] |
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