Globalis Investments, LLC is a large advisory firm based in Boston. It manages $61.3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts and Texas.
Globalis Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Globalis Investments, LLC is $61.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 145% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Globalis Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ignacio Elpidio Sosa has been acting as President since 1 Jul 2006. David Paul Dali has served as the Chief Investment Officer since 1 Nov 2008. Macquarie Group Limited joined the executive team most recently as the Owner.
The principal office where Globalis Investments, LLC performs its advisory services is located at One International Place, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-310-5182 or by fax 617-310-5183. The normal business hours are 7am-6pm on Monday - Friday.