Firm profile

Global Environment Fund

BETHESDA, MDCRD 107208Registration Status: ApprovedEffective since June 3, 1991SEC # 801-38983Latest ADV March 30, 2026

Global Environment Fund is an SEC registered investment adviser organized as a corporation with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 30, 2026, reports $116M in regulatory assets under management, 3 employees, 4 offices, and 7 accounts.

Assets Under Management
$116M
Employees
3
Offices
4 offices
Total Clients
7

Associated firm names

6 names listed
  • GEF ADVISORS AFRICA (PROPRIETARY) LIMITEDRelying adviser
  • GLOBAL ENVIRONMENT FUND
  • GEF MANAGEMENT CORPORATION
  • GEF CAPITAL ADVISORS, LLC (RELYING ADVISOR)

Leadership

2 roles identified
CCOKatie M. Vasilescu
COOKatie M. Vasilescu

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

BETHESDA, Maryland, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Maryland

BETHESDAPrimary office

California

CALISTOGA

Virginia

MARSHALL

3 office records listed · 4 total offices reported. 1 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$116Mas of March 30, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
7

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$116M
Total Accounts7
10Y AUM Change$-714M (-86.0%)

Private Funds

Private funds reported by Global Environment Fund

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee2:1
10Y Employee Change-33 (-91.7%)

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.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
HJL NON-EXEMPT MARITAL TRUSTDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
25% to < 50%
Carolyn Pisano LeonardDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
25% to < 50%
JOHN EDWIN EARHARTDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
10% to < 25%
BRUCE HAMILTON MACLEODDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
10% to < 25%
DFB REVOCABLE TRUSTDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
10% to < 25%
WENDELL WILLIAM ROBINSONDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
5% to < 10%
THE H. JEFFREY LEONARD 2010 FAMILY TRUSTDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
5% to < 10%
HJL MD MARITAL TRUSTDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
5% to < 10%
WENDELL R. ROBINSON TRUST AG DATED JULY, 19 2007Direct owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
5% to < 10%
JAMES PAUL GREGORYDirect owner · Schedule AInterest in GLOBAL ENVIRONMENT FUND
< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Global Environment Fund.

Reported ownership and control details

Form ADV · Filing date 2026-03-30 · Schedules A and B

16 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JOHN EDWIN EARHARTCHAIRMAN OF THE BOARD, INDIRECT SHAREHOLDER, MANAGING PARTNERIndividualGLOBAL ENVIRONMENT FUND10% to less than 25%Code BYesCHAIRMAN OF THE BOARD, INDIRECT SHAREHOLDER, MANAGING PARTNER12/1989Schedule APDF page 41
2JAMES PAUL GREGORYBOARD MEMBER, SHAREHOLDERIndividualGLOBAL ENVIRONMENT FUNDLess than 5%Code NAYesBOARD MEMBER, SHAREHOLDER01/1994Schedule APDF page 41
3BRUCE HAMILTON MACLEODBOARD MEMBER, SHAREHOLDER, MANAGING PARTNERIndividualGLOBAL ENVIRONMENT FUND10% to less than 25%Code BYesBOARD MEMBER, SHAREHOLDER, MANAGING PARTNER07/1998Schedule APDF page 41
4KATIE MARIE VASILESCUCCO, COOIndividualGLOBAL ENVIRONMENT FUNDLess than 5%Code NANoCCO, COO02/2017Schedule APDF page 42
5WENDELL WILLIAM ROBINSONBOARD MEMBER, INDIRECT SHAREHOLDERIndividualGLOBAL ENVIRONMENT FUND5% to less than 10%Code AYesBOARD MEMBER, INDIRECT SHAREHOLDER07/1998Schedule APDF page 42
6THE H. JEFFREY LEONARD 2010 FAMILY TRUSTSHAREHOLDERDomestic entityGLOBAL ENVIRONMENT FUND5% to less than 10%Code AYesSHAREHOLDER10/2018Schedule APDF page 42
7HJL NON-EXEMPT MARITAL TRUSTSHAREHOLDERDomestic entityGLOBAL ENVIRONMENT FUND25% to less than 50%Code CYesSHAREHOLDER10/2021Schedule APDF page 42
8HJL MD MARITAL TRUSTSHAREHOLDERDomestic entityGLOBAL ENVIRONMENT FUND5% to less than 10%Code AYesSHAREHOLDER10/2021Schedule APDF page 42
9DFB REVOCABLE TRUSTSHAREHOLDERDomestic entityGLOBAL ENVIRONMENT FUND10% to less than 25%Code BNoSHAREHOLDER01/2012Schedule APDF page 42
10WENDELL R. ROBINSON TRUST AG DATED JULY, 19 2007SHAREHOLDERDomestic entityGLOBAL ENVIRONMENT FUND5% to less than 10%Code ANoSHAREHOLDER12/2023Schedule APDF page 42
11Carolyn Pisano LeonardBOARD MEMBER, INDIRECT SHAREHOLDERIndividualGLOBAL ENVIRONMENT FUND25% to less than 50%Code CYesBOARD MEMBER, INDIRECT SHAREHOLDER10/2018Schedule APDF page 42
12Carolyn Pisano LeonardTRUSTEEIndividualHJL MD MARITAL TRUSTPercentage not specifiedCode FYesTRUSTEE10/2021Schedule BPDF page 42
13Carolyn Pisano LeonardTRUSTEEIndividualTHE H. JEFFREY LEONARD 2010 FAMILY TRUSTPercentage not specifiedCode FYesTRUSTEE10/2018Schedule BPDF page 42
14Carolyn Pisano LeonardTRUSTEEIndividualHJL NON-EXEMPT MARITAL TRUSTPercentage not specifiedCode FYesTRUSTEE10/2021Schedule BPDF page 42
15JOHN EDWIN EARHARTTRUSTEEIndividualDFB REVOCABLE TRUSTPercentage not specifiedCode FYesTRUSTEE01/2012Schedule BPDF page 42
16WENDELL WILLIAM ROBINSONTRUSTEEIndividualWENDELL R. ROBINSON TRUST AG DATED JULY, 19 2007Percentage not specifiedCode FYesTRUSTEE12/2023Schedule BPDF page 42

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/30/2026 1:55:02 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.