INTEGRA GLOBAL ADVISORS LLC
Adviser information for INTEGRA GLOBAL ADVISORS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 18 | $170.1M |
| Non-Discretionary | 10 | $247.7M |
| Total | 28 | $417.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 19 | $208.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $38.1M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $6.0M |
| Pension and profit sharing plans | <5 | $135.3M |
| Charitable organizations | <5 | $30.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-110720 |
|---|---|
| SEC ERA File Number | 801-110720 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288511 |
| Legal Entity Identifier | None |
Principal Office
281 TRESSER BOULEVARD - SUITE 401STAMFORD
CT
United States
Monday - Friday, 9AM-6PM
Tel: (203) 266-3942, Fax: (203) 266-3911
Chief Compliance Officer
GIL MARK ORBACH
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
281 TRESSER BOULEVARD - SUITE 401
STAMFORD
CT
United States
Tel:
(203) 266-3944
Fax:
(203) 266-3954
G*********@************M
(Full email address available in API data)
Regulatory Contact
JONATHAN PLUMB
SENIOR PARTNER
281 TRESSER BOULEVARD - SUITE 401
STAMFORD
CT
United States
Tel:
(203) 266-3948
Fax:
(203) 266-3958
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INTEGRA GLOBAL ADVISORS VC ACCESS FUND LP - ISRAEL I SERIES | Private Equity Fund | $2.1M | $0.0M | 12 |
| INTEGRA GLOBAL ADVISORS VC ACCESS FUND LP - LATIN AMERICA I SERIES | Private Equity Fund | $1.9M | $0.0M | 11 |
| INTEGRA GLOBAL ADVISORS VC ACCESS FUND LP - U.S. I SERIES | Private Equity Fund | $2.0M | $0.0M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ORBACH, GIL, MARK | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 01/2017 | > 75% |
| PLUMB, JONATHAN | Individual | – | MEMBER | 05/2017 | 10-25% |
| SULLIVAN, JOHN, AUGUSTIN | Individual | – | HEAD OF BUSINESS DEVELOPMENT | 03/2024 | < 5% |