Firm profile

ALGERT GLOBAL LLC

SAN FRANCISCO, CACRD 125523Latest ADV March 28, 2026

Algert Global LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 28, 2026, reports $10.2B in regulatory assets under management, 24 employees, and 22 accounts.

Assets Under Management
$10.2B
Employees
24
Offices
--
Total Clients
22
Primary office
SAN FRANCISCO, CA
101 CALIFORNIA STREET, SUITE 3240, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOWendy W. Shang
CFOWendy W. Shang
COOPeter T. Comerford

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 36.4% of total clients.
Top client categories% of clientsClients
1
Pension Plans
36.4%
8
2
Pooled Investment Vehicles
27.3%
6
3
Investment Cos.
18.2%
4
4
Sovereign Wealth
13.6%
3
5
Insurance Cos.
4.5%
1
Categories with <5 clients
Insurance companies<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$10.2Bas of March 28, 2026
Discretionary100.0%
$10.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Latest AUM$10.2B
Total Accounts22
10Y AUM Change+$8.3B (+425.8%)

Employee Growth by Quarter

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

Total Employees24
Clients per Employee1:1
10Y Employee Change+2 (+9.1%)

* 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.