GLOBAL INVESTMENT ADVISER LC
CRD #105862 SEC #801-47774 NORTH PALM BEACH, FL 561-881-9688
SEC Registered
Total AUM
$276.4M
Discretionary
$9.1M
Employees
2
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $276.4M | $9.1M | $267.4M | 2 | 0 |
| Mar 2025 | $276.4M | $9.1M | $267.4M | 2 | 0 |
| Mar 2024 | $256.5M | $8.1M | $248.4M | 2 | 0 |
| Apr 2023 | $743.8M | $7.8M | $735.9M | 2 | 0 |
| Mar 2023 | $743.8M | $7.8M | $735.9M | 2 | 0 |
| Mar 2022 | $788.8M | $178.3M | $610.6M | 2 | 0 |
| Mar 2021 | $660.2M | $151.1M | $509.1M | 2 | 0 |
| Oct 2020 | $648.5M | $137.3M | $511.2M | 2 | 0 |
| Sep 2020 | $648.5M | $137.3M | $511.2M | 2 | 0 |
| Jun 2020 | $648.5M | $137.3M | $511.2M | 2 | 0 |
| Mar 2020 | $648.5M | $137.3M | $511.2M | 2 | 0 |
| Mar 2019 | $561.1M | $113.5M | $447.7M | 2 | 0 |
| Mar 2018 | $646.2M | $128M | $518.2M | 2 | 0 |
| Mar 2017 | $645.8M | $9.8M | $636.1M | 2 | 11 |
| Mar 2016 | $618M | $13.9M | $604.1M | 2 | 11 |
| Mar 2015 | $677.1M | $16.4M | $660.7M | 2 | 11 |
| Apr 2014 | $684.2M | $18.2M | $666M | 2 | 11 |
| Mar 2014 | $685.2M | $19.1M | $666M | 2 | 11 |
| Mar 2013 | $614.8M | $15.8M | $599.1M | 2 | 11 |
| Mar 2012 | $595.2M | $14.6M | $580.6M | 1 | 11 |
| Mar 2011 | $575.6M | $13.8M | $561.8M | 5 | -- |
| Mar 2011 | $575.6M | $13.8M | $561.8M | 5 | -- |
| Mar 2010 | $530.4M | $13.4M | $517M | 5 | -- |
| Feb 2009 | $296M | $11.2M | $284.8M | 5 | -- |
| Feb 2007 | $399.9M | $31.3M | $368.6M | 5 | -- |
| Feb 2006 | $327.9M | $35M | $292.8M | 5 | -- |
| Dec 2005 | $320.5M | $33.9M | $286.6M | 5 | -- |
DateMay 2025
Total AUM$276.4M
Discretionary$9.1M
Non-Disc.$267.4M
Employees2
Clients0
DateMar 2025
Total AUM$276.4M
Discretionary$9.1M
Non-Disc.$267.4M
Employees2
Clients0
DateMar 2024
Total AUM$256.5M
Discretionary$8.1M
Non-Disc.$248.4M
Employees2
Clients0
DateApr 2023
Total AUM$743.8M
Discretionary$7.8M
Non-Disc.$735.9M
Employees2
Clients0
DateMar 2023
Total AUM$743.8M
Discretionary$7.8M
Non-Disc.$735.9M
Employees2
Clients0
DateMar 2022
Total AUM$788.8M
Discretionary$178.3M
Non-Disc.$610.6M
Employees2
Clients0
DateMar 2021
Total AUM$660.2M
Discretionary$151.1M
Non-Disc.$509.1M
Employees2
Clients0
DateOct 2020
Total AUM$648.5M
Discretionary$137.3M
Non-Disc.$511.2M
Employees2
Clients0
DateSep 2020
Total AUM$648.5M
Discretionary$137.3M
Non-Disc.$511.2M
Employees2
Clients0
DateJun 2020
Total AUM$648.5M
Discretionary$137.3M
Non-Disc.$511.2M
Employees2
Clients0
DateMar 2020
Total AUM$648.5M
Discretionary$137.3M
Non-Disc.$511.2M
Employees2
Clients0
DateMar 2019
Total AUM$561.1M
Discretionary$113.5M
Non-Disc.$447.7M
Employees2
Clients0
DateMar 2018
Total AUM$646.2M
Discretionary$128M
Non-Disc.$518.2M
Employees2
Clients0
DateMar 2017
Total AUM$645.8M
Discretionary$9.8M
Non-Disc.$636.1M
Employees2
Clients11
DateMar 2016
Total AUM$618M
Discretionary$13.9M
Non-Disc.$604.1M
Employees2
Clients11
DateMar 2015
Total AUM$677.1M
Discretionary$16.4M
Non-Disc.$660.7M
Employees2
Clients11
DateApr 2014
Total AUM$684.2M
Discretionary$18.2M
Non-Disc.$666M
Employees2
Clients11
DateMar 2014
Total AUM$685.2M
Discretionary$19.1M
Non-Disc.$666M
Employees2
Clients11
DateMar 2013
Total AUM$614.8M
Discretionary$15.8M
Non-Disc.$599.1M
Employees2
Clients11
DateMar 2012
Total AUM$595.2M
Discretionary$14.6M
Non-Disc.$580.6M
Employees1
Clients11
DateMar 2011
Total AUM$575.6M
Discretionary$13.8M
Non-Disc.$561.8M
Employees5
Clients--
DateMar 2011
Total AUM$575.6M
Discretionary$13.8M
Non-Disc.$561.8M
Employees5
Clients--
DateMar 2010
Total AUM$530.4M
Discretionary$13.4M
Non-Disc.$517M
Employees5
Clients--
DateFeb 2009
Total AUM$296M
Discretionary$11.2M
Non-Disc.$284.8M
Employees5
Clients--
DateFeb 2007
Total AUM$399.9M
Discretionary$31.3M
Non-Disc.$368.6M
Employees5
Clients--
DateFeb 2006
Total AUM$327.9M
Discretionary$35M
Non-Disc.$292.8M
Employees5
Clients--
DateDec 2005
Total AUM$320.5M
Discretionary$33.9M
Non-Disc.$286.6M
Employees5
Clients--