GLOBAL RETIREMENT PARTNERS, LLC

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Global Retirement Partners is based out of San Rafael. Global Retirement Partners is a large advisory firm with 8974 clients and discretionary assets under management (AUM) of $6,638,114,712 (Form ADV from 2019-04-25). Their last reported 13F filing for Q1 2019 included $413,469,000 in managed 13F securities and a top 10 holdings concentration of 29.45%. Global Retirement Partners's largest holding is Arthur J. Gallagher & Co Inc with shares held of 546,352. Whalewisdom has at least 10 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $413.469 Million
  • Prior Market Value $391.301 Million
  • New Purchases114 stocks
  • Additional Purchases524 stocks
  • Sold out of51 stocks
  • Reduced holdings in313 stocks
  • Top 10 Holdings % 29.45 %
  • Turnover % [1]:10.68%
  • Turnover Alt % [2]: 10.38 %
  • Time Held Top20:5.60 quarters
  • Time Held Top10:4.90 quarters
  • Time Held All:6.60 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.34%
Performance Last 4 Quarters: 3.14%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GLOBAL RETIREMENT PARTNERS LLC
4340 REDWOOD HIGHWAY SUITE B-60
SAN RAFAEL CA    94903
Country: United States

Business Phone: 415-526-2751
Fax: 415-492-1229
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Pension consultant
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 241
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 8974
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES PRESIDENT, CCO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
KALIVAS, EVANGELIA MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
THIBAULT, BLAKE, ALEXANDER MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
CLARK, JOHN, MCKENZIE MANAGING MEMBER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
KULCHAR, DAVID, MICHAEL MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
DELANEY, BARBARA, JEAN MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
LARSEN, CHAD, JAMES MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
DENOYIOR, JOSEPH, FREDRICK MANAGING MEMBER 03/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
WHITE, GEOFFREY, ROBERT CEO 09/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01
FRIERSON, RUSSELL, ALAN COO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2018-09-01
HAMBLEN, JEFFREY, DANIEL MANAGING MEMBER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2019-03-01
OWEN, JENNIFER, MARIE MANAGING MEMBER 03/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2019-03-01

GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2018-12-10
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES PRESIDENT, CCO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
KALIVAS, EVANGELIA MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
THIBAULT, BLAKE, ALEXANDER MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
CLARK, JOHN, MCKENZIE MANAGING MEMBER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
KULCHAR, DAVID, MICHAEL MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
DELANEY, BARBARA, JEAN MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
LARSEN, CHAD, JAMES MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
DENOYIOR, JOSEPH, FREDRICK MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
ZAMBITO, SALVATORE, STEPHEN CHIEF ADMINISTRATIVE OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2015-11-01
WHITE, GEOFFREY, ROBERT CEO 09/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01
FRIERSON, RUSSELL, ALAN COO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2018-09-01

GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2018-06-20
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES CEO, CCO 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
KALIVAS, EVANGELIA MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
THIBAULT, BLAKE, ALEXANDER MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
CLARK, JOHN, MCKENZIE MANAGING MEMBER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
KULCHAR, DAVID, MICHAEL MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
DELANEY, BARBARA, JEAN MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
LARSEN, CHAD, JAMES MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
DENOYIOR, JOSEPH, FREDRICK MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
ZAMBITO, SALVATORE, STEPHEN PRESIDENT, COO 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2015-11-01
WHITE, GEOFFREY, ROBERT MANAGING MEMBER 12/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01

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