Globeflex Capital LP is an SEC registered investment adviser organized as a partnership with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 24, 2026, reports $4.6B in regulatory assets under management, 26 employees, 1 office, and 31 accounts.
Assets Under Management
$4.6B
Employees
26
Offices
1 office
Total Clients
23
Primary office
SAN DIEGO, CA
4365 EXECUTIVE DR. STE 720, SAN DIEGO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 34.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
34.8%
8
2
Pension Plans
21.7%
5
3
Government
21.7%
5
4
Corporations
8.7%
2
5
Charitable
4.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 24, 2026
Discretionary95.9%
$4.4B
96% of total RAUM95.9%
Non-discretionary4.1%
$188M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.6B
Total Accounts31
10Y AUM Change+$847M (+22.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee1:1
10Y Employee Change-2 (-7.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.