Global Beta Advisors LLC (Philadelphia)

Name: Global Beta Advisors LLC
Address: 2001 Market Street, Philadelphia, PA, 19103
Telephone: 215-531-8234

Global Beta Advisors LLC is a large advisory firm based in Philadelphia. It manages $20.95 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Pennsylvania.

Global Beta Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Beta Advisors: assets under management

The assets under management (AUM) of Global Beta Advisors LLC is $20.95 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $477.42 million in discretionary accounts and $20.48 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.35 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.28 billion.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Global Beta Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Global Beta Advisors serves?

The only and largest group of clients of Global Beta Advisors is state or municipal government entities with 1 clients and $20.95 billion of assets under management. Among the 8 most similar advisory firms, Global Beta Advisors has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $20.95 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Global Beta Advisors doesn't advise any private funds.

Careers at Global Beta Advisors LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Justin Vincent Lowry has served as the Chief Investment Officer since 1 Aug 2017 and Vincent Thomas Lowry is the Chief Executive Officer of Global Beta Advisors LLC family office. John David Lisko joined the executive team most recently as the President, Chief Operating Officer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vincent Thomas Lowry	Chief executive officer	1 Mar 2016	50% - 75%	1257527
Joe Press	Chief financial officer	1 May 2016	Other	xxx-xx-xxxx
Justin Vincent Lowry	Chief investment officer	1 Aug 2017	25% - 50%	6593126
John David Lisko	President, chief operating officer and chief compliance officer	1 Dec 2017	Other	6909710

Based in Philadelphia

The principal office where Global Beta Advisors LLC performs its advisory services is located at 2001 Market Street, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-531-8234. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at globalbetaadvisors.com.