Metis Global Partners LLC

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Metis Global Partners LLC ✚
CRD #	167276
SEC #	801-91173
CIK #	0001594916
AUM	5,668.9 M (2026-05-13)
Employees	11 (45% Investors, 0% Brokers)
Phone	858-436-3030
Address	501 W Broadway San Diego, CA 92101
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	ETFS Gold Trust	0.3
	Nvidia Corp	0.2
	Apple Inc	0.2
	Microsoft Corp	0.1
	Amazon Com Inc	0.1
	Alphabet Inc	0.1
	Alphabet Inc	0.1
	Broadcom Inc	0.1
	Facebook Inc	0.1
	Tesla Motors Inc	0.1
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
Other	Metis Equity Trust- Metis Real Asset Index Portfolio	[2024-02-23]	665.5 M	1,507.9 M
	Filed 2025-05-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust- Metis International Climate Aligned Index Portfolio	[2023-03-30]	133.5 M	193.5 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust- Metis US Climate Aligned Index Portfolio	[2023-03-30]	406.2 M	406.7 M
	Filed 2025-05-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust- Metis Global Equity Index Portfolio	[2022-03-31]	438.8 M	524.0 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust- Metis International Equity Index Portfolio	[2022-03-31]	98.8 M	178.0 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust- Metis US Equity Index Portfolio	[2021-03-29]	455.1 M	496.1 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust - International Micro Cap Portfolio	[2018-03-29]	17.4 M	25.8 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust- Metis Emerging Markets Equity Portfolio	[2015-04-06]	176.4 M	275.4 M
	Filed 2025-05-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust - Metis Emerging Markets Small Cap Portfolio	[2015-04-06]
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust - Metis Global Equity Portfolio	[2015-04-06]	0.6 M	0.8 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust - Metis Global Micro Cap Portfolio	[2015-04-06]	25.7 M	32.8 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust - Metis International Equity Portfolio	[2015-04-06]	0.6 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Metis Equity Trust - Metis International Small Cap Portfolio	[2015-04-06]	38.3 M	42.3 M
	Filed 2025-05-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

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	12	4.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	4	1.2
(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	23	5.7
By Discretionary
Discretionary	23	5.7
Non-Discretionary	0	0.0
Total	23	5.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		5.7
Total	23	5.7

Form D Directors	Role	# Filings	# Firms	2011 - 2026
Machel Allen	Executive Officer	14	2

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001594916]
D	[0001594916]

Firm Profile (Form ADV)
Discretionary AUM	$0.0B
Serves	Institutional
Fund Types	Hedge Fund
LEI	254900KH9WVOXCBOPA59

Comparable Firms	State	AUM
Aikya Investment Management Limited ✚		5,847.2 M
The Linonia Partnership LP ✚	NY	5,836.4 M
Millstreet Capital Management LLC ✚	MA	5,821.3 M
Trium Capital LLP ✚		5,790.8 M
Aquamarine Financial Cayman Ltd ✚		5,761.5 M
Oasis Investment Strategies LLC ✚	IL	5,727.6 M
Leadenhall Capital Partners LLP ✚		5,715.9 M
Altarock Partners LP ✚	FL	5,663.8 M
Green Court Capital Management Limited ✚		5,538.4 M
CQS US LLC ✚	NY	5,492.8 M

Metis Global Partners LLC

Assets, Funds, Holdings