GLOVISTA INVESTMENTS LLC
CRD #146382 SEC #801-68843 JERSEY CITY, NJ 212-336-1540
SEC Registered
Total AUM
$328.5M
Discretionary
$287.2M
Employees
4
Clients
--
Accounts
93
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $328.5M | $287.2M | $41.4M | 4 | 0 |
| Sep 2023 | $321.2M | $286.7M | $34.5M | 5 | 1 |
| Mar 2023 | $321.2M | $286.7M | $34.5M | 5 | 1 |
| Mar 2022 | $480.2M | $440.7M | $39.5M | 6 | 1 |
| Aug 2021 | $444M | $409M | $35M | 9 | 1 |
| Mar 2021 | $444M | $409M | $35M | 9 | 1 |
| Dec 2020 | $488.1M | $460.2M | $27.9M | 9 | 279 |
| Jun 2020 | $488.1M | $460.2M | $27.9M | 9 | 279 |
| Mar 2020 | $488.1M | $460.2M | $27.9M | 9 | 279 |
| Nov 2019 | $524.9M | $491.6M | $33.3M | 11 | 322 |
| Mar 2019 | $524.9M | $491.6M | $33.3M | 11 | 322 |
| Jul 2018 | $723.8M | $695.1M | $28.8M | 11 | 457 |
| Mar 2018 | $723.8M | $695.1M | $28.8M | 11 | 457 |
| Jan 2018 | $813.4M | $785.6M | $27.8M | 13 | 416 |
| Dec 2017 | $813.4M | $785.6M | $27.8M | 13 | 416 |
| Jun 2017 | $813.4M | $785.6M | $27.8M | 13 | 400 |
| Mar 2017 | $813.4M | $785.6M | $27.8M | 13 | 400 |
| Jul 2016 | $806.2M | $774.5M | $31.7M | 15 | 500 |
| Mar 2016 | $806.2M | $774.5M | $31.7M | 15 | 500 |
| May 2015 | $983.8M | $941.4M | $42.4M | 17 | 700 |
| Mar 2015 | $983.8M | $941.4M | $42.4M | 17 | 700 |
| Sep 2014 | $940.8M | $940.8M | $0 | 16 | 700 |
| Mar 2014 | $807M | $807M | $0 | 13 | 600 |
| Feb 2014 | $571.8M | $571.8M | $0 | 8 | 500 |
| Jan 2014 | $571.8M | $571.8M | $0 | 8 | 500 |
| Aug 2013 | $571.8M | $571.8M | $0 | 8 | 500 |
| Mar 2013 | $571.8M | $571.8M | $0 | 8 | 500 |
| Jan 2013 | $332.6M | $332.6M | $0 | 8 | 400 |
| Oct 2012 | $332.6M | $332.6M | $0 | 1 | 400 |
| Oct 2012 | $332.6M | $332.6M | $0 | 1 | 400 |
| Mar 2012 | $332.6M | $332.6M | $0 | 1 | 300 |
| Dec 2011 | $207.7M | $207.7M | $0 | 1 | 300 |
| Dec 2011 | $207.7M | $207.7M | $0 | 1 | 300 |
| Nov 2011 | $207.7M | $207.7M | $0 | 1 | 101 |
| Aug 2011 | $207.7M | $207.7M | $0 | 5 | -- |
| Jul 2011 | $207.7M | $207.7M | $0 | 5 | -- |
| May 2011 | $207.7M | $207.7M | $0 | 5 | -- |
| May 2011 | $207.7M | $207.7M | $0 | 5 | -- |
| May 2011 | $207.7M | $207.7M | $0 | 5 | -- |
| Mar 2011 | $167.3M | $167.3M | $0 | 5 | -- |
| Mar 2011 | $167.3M | $167.3M | $0 | 5 | -- |
| Aug 2010 | $167.3M | $167.3M | $0 | 5 | -- |
| Aug 2010 | $167.3M | $167.3M | $0 | 5 | -- |
| Jul 2010 | $167.3M | $167.3M | $0 | 5 | -- |
| Feb 2008 | $3.5M | $3.5M | $0 | 5 | -- |
DateMar 2024
Total AUM$328.5M
Discretionary$287.2M
Non-Disc.$41.4M
Employees4
Clients0
DateSep 2023
Total AUM$321.2M
Discretionary$286.7M
Non-Disc.$34.5M
Employees5
Clients1
DateMar 2023
Total AUM$321.2M
Discretionary$286.7M
Non-Disc.$34.5M
Employees5
Clients1
DateMar 2022
Total AUM$480.2M
Discretionary$440.7M
Non-Disc.$39.5M
Employees6
Clients1
DateAug 2021
Total AUM$444M
Discretionary$409M
Non-Disc.$35M
Employees9
Clients1
DateMar 2021
Total AUM$444M
Discretionary$409M
Non-Disc.$35M
Employees9
Clients1
DateDec 2020
Total AUM$488.1M
Discretionary$460.2M
Non-Disc.$27.9M
Employees9
Clients279
DateJun 2020
Total AUM$488.1M
Discretionary$460.2M
Non-Disc.$27.9M
Employees9
Clients279
DateMar 2020
Total AUM$488.1M
Discretionary$460.2M
Non-Disc.$27.9M
Employees9
Clients279
DateNov 2019
Total AUM$524.9M
Discretionary$491.6M
Non-Disc.$33.3M
Employees11
Clients322
DateMar 2019
Total AUM$524.9M
Discretionary$491.6M
Non-Disc.$33.3M
Employees11
Clients322
DateJul 2018
Total AUM$723.8M
Discretionary$695.1M
Non-Disc.$28.8M
Employees11
Clients457
DateMar 2018
Total AUM$723.8M
Discretionary$695.1M
Non-Disc.$28.8M
Employees11
Clients457
DateJan 2018
Total AUM$813.4M
Discretionary$785.6M
Non-Disc.$27.8M
Employees13
Clients416
DateDec 2017
Total AUM$813.4M
Discretionary$785.6M
Non-Disc.$27.8M
Employees13
Clients416
DateJun 2017
Total AUM$813.4M
Discretionary$785.6M
Non-Disc.$27.8M
Employees13
Clients400
DateMar 2017
Total AUM$813.4M
Discretionary$785.6M
Non-Disc.$27.8M
Employees13
Clients400
DateJul 2016
Total AUM$806.2M
Discretionary$774.5M
Non-Disc.$31.7M
Employees15
Clients500
DateMar 2016
Total AUM$806.2M
Discretionary$774.5M
Non-Disc.$31.7M
Employees15
Clients500
DateMay 2015
Total AUM$983.8M
Discretionary$941.4M
Non-Disc.$42.4M
Employees17
Clients700
DateMar 2015
Total AUM$983.8M
Discretionary$941.4M
Non-Disc.$42.4M
Employees17
Clients700
DateSep 2014
Total AUM$940.8M
Discretionary$940.8M
Non-Disc.$0
Employees16
Clients700
DateMar 2014
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees13
Clients600
DateFeb 2014
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees8
Clients500
DateJan 2014
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees8
Clients500
DateAug 2013
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees8
Clients500
DateMar 2013
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees8
Clients500
DateJan 2013
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees8
Clients400
DateOct 2012
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees1
Clients400
DateOct 2012
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees1
Clients300
DateDec 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees1
Clients300
DateDec 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees1
Clients300
DateNov 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees1
Clients101
DateAug 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$3.5M
Discretionary$3.5M
Non-Disc.$0
Employees5
Clients--