Metis Global Partners, LLC
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Overview
Metis Global Partners, LLC is a financial advisory company headquartered in San Diego, California. The company handles $2.1 billion in assets across 21 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Metis Global Partners, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as options, bonds and stocks.
Metis Global Partners, LLC oversees all of its accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell judgments for the client's account without needing to seek the client's authorization. The company oversees roughly $99.5 million for every customer account. The typical advisor at Metis Global Partners, LLC manages around five client accounts, placing it among the more individualized advisor firms in the country.
Metis Global Partners, LLC's central office is at 3170 4Th Avenue, San Diego, California 92103. The firm is registered to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Metis Global Partners, LLC by the Numbers
$2.1 billion
8
21
$99.5 million
Fee Structure
Fees for financial management vary depending on which services the firm provides the client. However, fees charged by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Metis Global Partners, LLC caters to pooled investment vehicles, charitable organizations and state or municipal government entities. Out of its 21 customers, Metis Global Partners, LLC's largest client group is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 82.35%
- Charitable Organizations - 17.65%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Metis Global Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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