Firm profile

GLOBAL IMC LLC

SOLANA BEACH, CACRD 170870Latest ADV March 28, 2026

Global Imc LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Solana Beach, CA. Its latest Form ADV filing, dated March 28, 2026, reports $790M in regulatory assets under management, 22 employees, 1 office, and 9 accounts.

Assets Under Management
$790M
Employees
22
Offices
1 office
Total Clients
9
Primary office
SOLANA BEACH, CA
215 HIGHWAY 101, SUITE 216, SOLANA BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(760) 479-5080
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CEODerek J. Gaertner
CCOIris L. Kelly
COODerek J. Gaertner

Advisory services offered

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

Fee models offered

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

Client Coverage Demographics

Top client segmentCharitable represent 55.6% of total clients.
Top client categories% of clientsClients
1
Charitable
55.6%
5
2
Pooled Investment Vehicles
33.3%
3
3
Investment Cos.
11.1%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$790Mas of March 28, 2026
Discretionary100.0%
$790M
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$790M
Total Accounts9
10Y AUM Change+$486M (+159.7%)

Employee Growth by Quarter

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

Total Employees22
Clients per Employee0:1
10Y Employee Change+7 (+46.7%)

* 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.