GLOBAL PARTNERSHIPS
Adviser information for GLOBAL PARTNERSHIPS last updated from Form ADV on September 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 37 |
|---|---|
| Investment Advisory/Research | 25 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 7 | $206.3M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $206.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $206.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPERFORMANCE ALLOCATION |
Identifiers
| SEC RIA File Number | 801-115266 |
|---|---|
| SEC ERA File Number | 801-115266 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300844 |
| Legal Entity Identifier | None |
Principal Office
1201 WESTERN AVENUESUITE 410
SEATTLE
WA
United States
Monday - Friday, 9AM-5PM PST
Tel: 206-652-8773, Fax: 206-456-7877
Chief Compliance Officer
MEGAN MUIR
GENERAL COUNSEL, CHIEF OPERATING OFFICER
1201 WESTERN AVENUE
SUITE 410
SEATTLE
WA
United States
Tel:
206-456-7823
Fax:
206-456-7877
M****@*********************G
(Full email address available in API data)
Regulatory Contact
BETH RANDALL
VP INVESTMENT OPERATIONS
1201 WESTERN AVENUE
SUITE 410
SEATTLE
WA
United States
Tel:
206-456-7804
Fax:
206-456-7877
B*******@*********************G
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GLOBAL PARTNERSHIPS IMPACT-FIRST DEVELOPMENT FUND, LLC | Private Equity Fund | $55.0M | $0.3M | 1 |
| GLOBAL PARTNERSHIPS IMPACT-FIRST FUND 9, LLC | Private Equity Fund | $8.9M | $0.1M | 1 |
| GLOBAL PARTNERSHIPS IMPACT-FIRST FUND 10, LLC | Private Equity Fund | $16.3M | $0.2M | 1 |
| GLOBAL PARTNERSHIPS IMPACT-FIRST GROWTH FUND, LLC | Private Equity Fund | $45.5M | $0.5M | 1 |
| GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 5.0, LLC | Private Equity Fund | $0.2M | $0.3M | 1 |
| GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 6.0, LLC | Private Equity Fund | $75.4M | $0.2M | 1 |
| GLOBAL PARTNERSHIPS/ELEOS SOCIAL VENTURE FUND, LLC | Private Equity Fund | $6.8M | $0.1M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BECKETT, FREDERICK, ARTHUR | Individual | – | CEO | 09/2006 | < 5% |
| Muir, Megan | Individual | – | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 01/2018 | < 5% |
| McGinn, Michael | Individual | – | VICE PRESIDENT, FINANCE & ADMINISTRATION | 06/2018 | < 5% |
| Fraser, Curtis, B | Individual | – | INTERIM CHIEF INVESTMENT OFFICER | 02/2023 | < 5% |