FUNDAMENTAL GLOBAL INVESTORS, LLC
CRD #164299 SEC #801-76977 MOORESVILLE, NC 888-838-6326
SEC Registered Private Funds
Total AUM
$127.8M
Discretionary
$127.8M
Employees
6
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $127.8M | $127.8M | $0 | 6 | 1 |
| Sep 2020 | $127.4M | $127.4M | $0 | 10 | 1 |
| Aug 2020 | $127.4M | $127.4M | $0 | 10 | 1 |
| Apr 2020 | $127.4M | $127.4M | $0 | 10 | 1 |
| Mar 2020 | $127.4M | $127.4M | $0 | 10 | 1 |
| Dec 2019 | $128.8M | $128.8M | $0 | 10 | 0 |
| Mar 2019 | $69M | $69M | $0 | 10 | 0 |
| Feb 2019 | $86.5M | $86.5M | $0 | 20 | 0 |
| Jun 2018 | $86.5M | $86.5M | $0 | 20 | 0 |
| Mar 2018 | $86.5M | $86.5M | $0 | 20 | 0 |
| Aug 2017 | $115.7M | $115.7M | $0 | 20 | 1 |
| Mar 2017 | $115.7M | $115.7M | $0 | 20 | 1 |
| May 2016 | $97.9M | $97.9M | $0 | 5 | 1 |
| Mar 2016 | $97.9M | $97.9M | $0 | 5 | 1 |
| Dec 2015 | $95.2M | $95.2M | $0 | 5 | 1 |
| Aug 2015 | $116.4M | $116.4M | $0 | 17 | 1 |
| May 2015 | $116.4M | $116.4M | $0 | 17 | 1 |
| Mar 2015 | $116.4M | $116.4M | $0 | 17 | 1 |
| Oct 2014 | $98.4M | $98.4M | $0 | 6 | 1 |
| May 2014 | $98.4M | $98.4M | $0 | 6 | 1 |
| Apr 2014 | $98.4M | $98.4M | $0 | 6 | 1 |
| Mar 2014 | $98.4M | $98.4M | $0 | 6 | 1 |
| May 2013 | $30M | $30M | $0 | 6 | 1 |
| Mar 2013 | $30M | $30M | $0 | 6 | 1 |
| Nov 2012 | $29.9M | $29.9M | $0 | 3 | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateApr 2021
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees6
Clients1
DateSep 2020
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees10
Clients1
DateAug 2020
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees10
Clients1
DateApr 2020
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees10
Clients1
DateMar 2020
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees10
Clients1
DateDec 2019
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees10
Clients0
DateFeb 2019
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees20
Clients0
DateJun 2018
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees20
Clients0
DateAug 2017
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees20
Clients1
DateMar 2017
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees20
Clients1
DateMay 2016
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees5
Clients1
DateDec 2015
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees5
Clients1
DateAug 2015
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees17
Clients1
DateMay 2015
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees17
Clients1
DateMar 2015
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees17
Clients1
DateOct 2014
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees6
Clients1
DateMay 2014
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees6
Clients1
DateApr 2014
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2014
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees6
Clients1
DateMay 2013
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients1
DateMar 2013
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients1
DateNov 2012
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0