GLOBAL BETA ADVISORS LLC

HTTP://WWW.GLOBALBETAADVISORS.COM PHILADELPHIA, PA Investment Advisor How do I update this listing?

Global Beta Advisors is based out of Philadelphia. Global Beta Advisors is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $0 (Form ADV from 2018-08-03). Their last reported 13F filing for Q4 2018 included $296,319,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Global Beta Advisors's largest holding is iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund with shares held of 361,802. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 3.18%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GLOBAL BETA ADVISORS LLC
2001 MARKET STREET SUITE 2630
PHILADELPHIA PA    19103
Country: United States

Business Phone: 215-531-8234
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 1
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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