RADIANT GLOBAL INVESTORS LLC other names

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Adviser Profile

As of Date:

02/07/2024

Adviser Type:

- Mid-sized advisory firm
- An investment adviser (or subadviser) to an investment company


Number of Employees:

7

of those in investment advisory functions:

4


Registration:

SEC, Approved, 2/23/2022

AUM:

25,066,190 5.32%

of that, discretionary:

25,066,190 5.32%

Avg Account Size:

12,533,095 5.32%


SMA’s:

NO

Private Funds:

1

Websites :
Contact info

Phone: 925 xxxxxxx

Client Types:

- Investment companies
- Pooled investment vehicles

Advisory Activities:

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments:

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
29M 25M 21M 17M 12M 8M 4M
2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $3,376,156

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Private Funds



Employees




Brochure Summary

Overview

Introduction RadiantESG Global Investors LLC (“RadiantESG”), established by Heidi Ridley, Chief Executive Officer, and Kathryn McDonald, Head of Investments and Sustainability, is a registered investment adviser with headquarters in Danville, California. RadiantESG began conducting business as Radiant ESG, LLC in May 2020 to offer consulting services, and was converted to RadiantESG Global Investors LLC in June 2021 to provide investment advisory services to a broad range of clients with a focus on building ESG-integrated investment solutions. Heidi Ridley and Kathryn McDonald are principal owners of RadiantESG. HSBC Global Asset Management (UK) Ltd. holds a minority equity interest in RadiantESG. Advisory Services Offered Separate Account Management RadiantESG offers separate account investment management services to institutional clients, including public and private pension plans, endowments, and foundations. All separately managed client accounts are invested according to a specific RadiantESG strategy, consistent with each client’s risk-profile, and subject to the RadiantESG investment policy. All separate account clients have the opportunity to place reasonable client-specific restrictions with regard to their accounts as agreed with RadiantESG. Sub-Adviser to Investment Company RadiantESG is the investment sub-adviser to the HSBC RadiantESG U.S. Smaller Companies Portfolio (the “Mutual Fund”), which is a continuously offered, diversified, open-end mutual fund under the Investment Company Act of 1940. RadiantESG provides investment services to the Mutual Fund. The Mutual Fund may serve as an investment option for RadiantESG Separately Managed Account (“SMA”) clients. Therefore, investors in the Mutual Fund may also be SMA clients; however, the Mutual Fund will be open to any investor meeting the Mutual Funds’ minimum investment levels. The Mutual Fund is a registered investment company client of RadiantESG domiciled in the United States. RadiantESG will maintain a sub-advisory agreement which establishes RadiantESG’s authority to act on a discretionary basis when managing the Mutual Fund. RadiantESG is responsible for investment management decisions regarding the Mutual Fund. Form ADV Part 2A 5 Adviser to a Private Fund
RadiantESG also provides investment supervisory services on a discretionary basis to the RadiantESG U.S. Smaller Companies Fund, LLC (the “Private Fund”), a Delaware limited liability company. Accordingly, interests in the Private Fund are offered and sold exclusively through the means of private placement memorandum to investors satisfying the applicable eligibility and suitability requirements. RadiantESG Investments LLC is the sole managing member of the Private Fund. RadiantESG may enter into letter agreements with certain investors in the Private Fund (“side letters”). Side letters provide such investors with additional and/or different rights or terms than those set forth in the Private Fund’s offering documents, such as reduced fees, additional reports and/or supplementary information and other more favorable investment terms. Research and Consulting Services RadiantESG may provide research and consulting services to corporations, asset managers and family offices (“Consulting Clients”) on ESG best practices and diversity and inclusion efforts more generally. In the provision of research and consulting services, RadiantESG may advise Consulting Clients on matters related to:
• Developing and improving the efficacy of ESG programs.
• Streamlining the use of ESG data in research and portfolio management.
• Designing targeted ESG, diversity and inclusion communications, and reporting.
• Improving subject matter expertise on ESG or diversity and inclusion. In addition, in the provision of research and consulting services, RadiantESG may supply Consulting Clients with proprietary ESG data. These services are typically billed on a project-by-project basis depending on the scope of the project and related services, with fees determined on a per-client basis. Types of Investments When managing client accounts, RadiantESG will invest in common stocks and may hold foreign exchange instruments including futures for the purpose of facilitating trading of common stocks globally. Form ADV Part 2A 6 Assets Under Management / Advisement As of December 31, 2022, RadiantESG Global Investors LLC has $23,800,608 in discretionary assets under management and no non-discretionary assets under management. RadiantESG does not currently participate in wrap fee programs.