| Name | Title | Ownership | Since |
|---|---|---|---|
| Annette Michelle Marshall Control | Chief Compliance Officer | Under 5% | 2023 |
| Drake John Craig Control | Chief Operating Officer | 10-25% | 2023 |
| Gary Edward Fullam Control | Chief Investment Officer | 25-50% | 2023 |
Globalt Investments LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
Globalt Investments LLC reports 18 employees.
Globalt Investments LLC is based in Atlanta, GA and has been SEC-registered since 2023.
Globalt Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3200 Windy Hill Road, SE, Suite 1550e, Atlanta, GA 30339 |
| Phone | 404-364-2188 |
| Fax | 404-364-2189 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2011891 |
| Discloses disciplinary history | No |
| Discretionary | $2.81B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.81B |