Firm profile

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

INDIANAPOLIS, INCRD 167429Latest ADV April 30, 2026

Global Atlantic Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated April 30, 2026, reports $2.7B in regulatory assets under management, 15 employees, and 16 accounts.

Assets Under Management
$2.7B
Employees
15
Offices
--
Total Clients
16
Primary office
INDIANAPOLIS, IN
10 WEST MARKET STREET, SUITE 2300, INDIANAPOLIS, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODavid D. Capalbo
CFOBrian V. Korbesmeyer

Advisory services offered

2 types reported
Portfolio management for investment companies
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
16

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.7Bas of April 30, 2026
Discretionary100.0%
$2.7B
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.

Total AUM$2.7B
Total Accounts16
10Y AUM Change+$612M (+29.4%)

Employee Growth by Quarter

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

Total Employees15
Clients per Employee1:1
10Y Employee Change-2 (-11.8%)

* 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.