PPrivate Fund Data Log in Join · $37/mo

U.S. Global Investors, Inc.

● SEC registered since 1968CRD 111097SEC# 801-4868San Antonio, TX
Export (members)
Reg. AUM
$1.32B
Employees
22
Accounts
11
Location
San Antonio, TX

U.S. Global Investors, Inc. assets under management

U.S. Global Investors, Inc. is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 1968. It reports $1.3 billion in regulatory assets under management and employs 22 people.

U.S. Global Investors, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Frank Edward Holmes ControlDirector, Chief Executive Officer, Chief Investment OfficerOver 75%1989
Jerold Howard Rubinstein ControlDirector, Chairman Of The BoardUnder 5%1989
Lisa Christine Callicotte ControlChief Financial OfficerUnder 5%2013
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does U.S. Global Investors, Inc. manage?

U.S. Global Investors, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does U.S. Global Investors, Inc. have?

U.S. Global Investors, Inc. reports 22 employees.

Where is U.S. Global Investors, Inc. located?

U.S. Global Investors, Inc. is based in San Antonio, TX and has been SEC-registered since 1968.

Does U.S. Global Investors, Inc. disclose fund performance?

U.S. Global Investors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7900 Callaghan Road, San Antonio, TX 78229
Phone210-308-1234
Fax210-308-1261
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK754811
Discloses disciplinary historyNo

Assets under management

Discretionary$1.32B
Non-discretionary$0
Total (RAUM)$1.32B