GLOBEFLEX CAPITAL LP

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 26
of those in investment advisory functions 10
Registration SEC, Approved, 03/08/1994
AUM* 4,382,705,923 16.58%
of that, discretionary 4,382,705,923 16.58%
Private Fund GAV* 402,760,732 8.04%
Avg Account Size 141,377,610 16.58%
SMA’s Yes
Private Funds 3
Contact Info 858 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 647M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count3 GAV$402,760,732

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Brochure Summary

Overview

GlobeFlex was founded in January 1994 and is majority owned by spouses Marina Loretta Marrelli and Robert James Anslow. As of December 31, 2023, the Firm managed $ 4,382,705,922 on a discretionary basis on behalf of 25 clients. The Firm engages in a general investment advisory business emphasizing U.S. and International equity management using a systematic approach to pursue certain investment strategies listed below (the “Strategies”) with the general objective of maximizing total returns subject to each client’s risk profile and investment guidelines. In addition to those Strategies we also create tailored separate account portfolios to meet specific clients’ needs.
These custom strategies will not necessarily be marketed to other prospective clients. Clients may impose reasonable restrictions on the management of their accounts. While we primarily manage separate accounts for institutional clients, we have sponsored and manage certain private investment funds, each formed to invest principally in securities using one of the Strategies (the “Private Funds”). GlobeFlex’s headquarters are in San Diego, California. We have an office in Boston, MA through which we perform certain research-related activities. We have a wholly-owned subsidiary in India that provides us with research assistance, data compilation, and technological services.