Felicitas Global Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 27, 2026, reports $758M in regulatory assets under management, 15 employees, and 17 accounts.
Assets Under Management
$758M
Employees
15
Offices
--
Total Clients
18
Primary office
PASADENA, CA
65 NORTH RAYMOND AVENUE, SUITE 315, PASADENA, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 94.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
94.4%
17
2
Investment Cos.
5.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$758Mas of March 27, 2026
Discretionary100.0%
$758M
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$758M
Total Accounts17
10Y AUM Change+$758M
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+13 (+650.0%)
* 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.