Hedge Fund Database

GLOBAL RETIREMENT PARTNERS LLC

Adviser information for GLOBAL RETIREMENT PARTNERS 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 California, United States

Employees

Total Number of Employees 505
Investment Advisory/Research 493
Registered Broker-Dealer Representatives 324
Registered State Investment Advisers 500
Licensed Agents of an Insurance Company 328
No. of Firms/People that Solicit Clients 31

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 21,047 $34.2B
Non-Discretionary 7,861 $106.5B
Total 28,908 $140.7B

Clients

Type Number RAUM
Individuals 8,630 $1.8B
HNW Individuals 4,328 $3.8B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 9,821 $134.8B
Charitable organizations 53 $98.0M
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 137 $167.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 161
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 494.4M
Portfolio Manager 494.4M
Both for Same 494.4M
Portfolio Manager to Program Sponsor
FIDELITY GLOBAL RETIREMENT PARTNERS LLC
SCHWAB WRAP PROGRAM GLOBAL RETIREMENT PARTNERS LLC

Identifiers

SEC RIA File Number 801-80074
SEC ERA File Number 801-80074
SEC CIK Numbers None
SEC CRD Numbers 172011
Legal Entity Identifier None

Principal Office

4340 REDWOOD HIGHWAY
SUITE B-60
SAN RAFAEL
CA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 415-526-2753, Fax: 415-492-1229

Websites

www.grpfinancial.com www.linkedin.com/company/grp-global-retirement-partners twitter.com/grpfinancial

Chief Compliance Officer

COSMO GOULD
4340 REDWOOD HIGHWAY
SUITE B-60
SAN RAFAEL
CA
United States
Tel: 415-526-2753
Fax: 415-492-1229
(Full email address available in API data)

Regulatory Contact

PATRICIA DESTEIN
COMPLIANCE SPECIALIST
4340 REDWOOD HIGHWAY
SUITE B-60
SAN RAFAEL
CA
United States
Tel: 650-906-0237
(Full email address available in API data)

Industry Affiliates

AWR INVESTMENT MANAGEMENT, LLC Other investment adviser, including financial planners
HUB INTERNATIONAL INVESTMENT SERVICES INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealer
HUB INTERNATIONAL LIMITED Insurance company or agency
HUB INVESTMENT ADVISORS, INC Other investment adviser, including financial planners
MILLENNIUM ADVISORY SERVICES, INC. Other investment adviser, including financial planners
RPA FINANCIAL, LLC Other investment adviser, including financial planners
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY Other investment adviser, including financial planners
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY Other investment adviser, including financial planners
TWD SECURITIES, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WHITE, GEOFFREY, ROBERT Individual – CEO, PRESIDENT 12/2022 < 5%
GOULD, COSMO, CHARLES Individual – CCO 09/2018 < 5%
FRIERSON, RUSSELL, ALAN Individual – COO 09/2018 < 5%
HUB INTERNATIONAL LIMITED Domestic Entity – MANAGING MEMBER, SOLE OWNER 09/2019 > 75%
HOCKEY INTERMEDIATE INC. Domestic Entity HUB INTERNATIONAL LIMITED SHAREHOLDER 10/2013 > 75%
HOCKEY PARENT INC. Domestic Entity HOCKEY INTERMEDIATE INC. SHAREHOLDER 10/2013 > 75%
HOCKEY PARENT HOLDINGS L.P. Domestic Entity HOCKEY PARENT INC. SHAREHOLDER 10/2013 > 75%
HOCKEY INVESTMENTS L.P. Domestic Entity HOCKEY PARENT HOLDINGS L.P. LIMITED PARTNER 10/2013 > 75%
HOCKEY PARENT HOLDINGS GP, LLC Domestic Entity HOCKEY PARENT HOLDINGS L.P. GENERAL PARTNER 10/2013
HOCKEY INVESTMENTS GP, LLC Domestic Entity HOCKEY INVESTMENTS L.P. GENERAL PARTNER 10/2013
HOCKEY INVESTMENTS L.P. Domestic Entity HOCKEY PARENT HOLDINGS GP, LLC MANAGING MEMBER 10/2013 > 75%
Sokolic, Adam Individual – VICE PRESIDENT 09/2019 < 5%

No. Employees, Historic

60030002019202020212022202320242025241 on 4/1/2019241 on 4/16/2019241 on 4/25/2019241 on 5/7/2019241 on 5/9/2019241 on 5/10/2019241 on 5/20/2019241 on 5/21/2019241 on 5/30/2019241 on 6/13/2019241 on 6/21/2019241 on 6/27/2019241 on 7/10/2019241 on 7/23/2019241 on 8/5/2019241 on 8/13/2019241 on 8/22/2019241 on 9/15/2019241 on 12/13/2019241 on 12/13/2019241 on 12/17/2019241 on 1/3/2020241 on 1/10/2020241 on 1/22/2020241 on 2/26/2020241 on 2/27/2020241 on 3/2/2020312 on 3/30/2020312 on 4/14/2020312 on 5/18/2020312 on 6/25/2020312 on 7/21/2020312 on 8/21/2020312 on 8/21/2020312 on 12/7/2020312 on 12/25/2020312 on 1/28/2021312 on 2/10/2021312 on 2/23/2021312 on 3/2/2021347 on 3/30/2021347 on 4/14/2021347 on 4/15/2021347 on 6/22/2021347 on 6/22/2021347 on 6/24/2021347 on 6/24/2021347 on 6/30/2021347 on 6/30/2021347 on 6/30/2021347 on 8/5/2021347 on 8/23/2021347 on 8/31/2021347 on 10/19/2021347 on 2/1/2022402 on 3/31/2022402 on 4/18/2022402 on 4/27/2022402 on 5/20/2022402 on 6/6/2022402 on 6/16/2022402 on 7/5/2022402 on 7/13/2022402 on 7/13/2022402 on 7/14/2022402 on 7/22/2022402 on 7/22/2022402 on 8/3/2022402 on 8/10/2022402 on 9/12/2022402 on 9/20/2022402 on 10/19/2022402 on 10/19/2022402 on 10/19/2022402 on 11/1/2022402 on 11/7/2022402 on 12/13/2022453 on 3/31/2023453 on 8/29/2023453 on 9/1/2023453 on 10/8/2023453 on 2/14/2024453 on 2/14/2024505 on 3/29/2024

RAUM, Historic

200B100B0201920202021202220232024202540110414815 on 4/1/201940110414815 on 4/16/201940110414815 on 4/25/201940110414815 on 5/7/201940110414815 on 5/9/201940110414815 on 5/10/201940110414815 on 5/20/201940110414815 on 5/21/201940110414815 on 5/30/201940110414815 on 6/13/201940110414815 on 6/21/201940110414815 on 6/27/201940110414815 on 7/10/201940110414815 on 7/23/201940110414815 on 8/5/201940110414815 on 8/13/201940110414815 on 8/22/201940110414815 on 9/15/201940110414815 on 12/13/201940110414815 on 12/13/201940110414815 on 12/17/201940110414815 on 1/3/202040110414815 on 1/10/202040110414815 on 1/22/202040110414815 on 2/26/202040110414815 on 2/27/202040110414815 on 3/2/202067728457653 on 3/30/202067728457653 on 4/14/202067728457653 on 5/18/202067728457653 on 6/25/202067728457653 on 7/21/202067728457653 on 8/21/202067728457653 on 8/21/202067728457653 on 12/7/202067728457653 on 12/25/202067728457653 on 1/28/202167728457653 on 2/10/202167728457653 on 2/23/202167728457653 on 3/2/202176274048042 on 3/30/202176274048042 on 4/14/202176274048042 on 4/15/202176274048042 on 6/22/202176274048042 on 6/22/202176274048042 on 6/24/202176274048042 on 6/24/202176274048042 on 6/30/202176274048042 on 6/30/202176274048042 on 6/30/202176274048042 on 8/5/202176274048042 on 8/23/202176274048042 on 8/31/202176274048042 on 10/19/202176274048042 on 2/1/2022107120212323 on 3/31/2022107120212323 on 4/18/2022107120212323 on 4/27/2022107120212323 on 5/20/2022107120212323 on 6/6/2022107120212323 on 6/16/2022107120212323 on 7/5/2022107120212323 on 7/13/2022107120212323 on 7/13/2022107120212323 on 7/14/2022107120212323 on 7/22/2022107120212323 on 7/22/2022107120212323 on 8/3/2022107120212323 on 8/10/2022107120212323 on 9/12/2022107120212323 on 9/20/2022107120212323 on 10/19/2022107120212323 on 10/19/2022107120212323 on 10/19/2022107120212323 on 11/1/2022107120212323 on 11/7/2022107120212323 on 12/13/2022119814842543 on 3/31/2023119814842543 on 8/29/2023119814842543 on 9/1/2023119814842543 on 10/8/2023119814842543 on 2/14/2024119814842543 on 2/14/2024140720840748 on 3/29/2024

No. Clients, Historic

30,00015,000020192020202120222023202420258974 on 4/1/20198974 on 4/16/20198974 on 4/25/20198974 on 5/7/20198974 on 5/9/20198974 on 5/10/20198974 on 5/20/20198974 on 5/21/20198974 on 5/30/20198974 on 6/13/20198974 on 6/21/20198974 on 6/27/20198974 on 7/10/20198974 on 7/23/20198974 on 8/5/20198974 on 8/13/20198974 on 8/22/20198974 on 9/15/20198974 on 12/13/20198974 on 12/13/20198974 on 12/17/20198974 on 1/3/20208974 on 1/10/20208974 on 1/22/20208974 on 2/26/20208974 on 2/27/20208974 on 3/2/202011565 on 3/30/202011565 on 4/14/202011565 on 5/18/202011565 on 6/25/202011565 on 7/21/202011565 on 8/21/202011565 on 8/21/202011565 on 12/7/202011565 on 12/25/202011565 on 1/28/202111565 on 2/10/202111565 on 2/23/202111565 on 3/2/202112806 on 3/30/202112806 on 4/14/202112806 on 4/15/202112806 on 6/22/202112806 on 6/22/202112806 on 6/24/202112806 on 6/24/202112806 on 6/30/202112806 on 6/30/202112806 on 6/30/202112806 on 8/5/202112806 on 8/23/202112806 on 8/31/202112806 on 10/19/202112806 on 2/1/202219922 on 3/31/202219922 on 4/18/202219922 on 4/27/202219922 on 5/20/202219922 on 6/6/202219922 on 6/16/202219922 on 7/5/202219922 on 7/13/202219922 on 7/13/202219922 on 7/14/202219922 on 7/22/202219922 on 7/22/202219922 on 8/3/202219922 on 8/10/202219922 on 9/12/202219922 on 9/20/202219922 on 10/19/202219922 on 10/19/202219922 on 10/19/202219922 on 11/1/202219922 on 11/7/202219922 on 12/13/202221226 on 3/31/202321226 on 8/29/202321226 on 9/1/202321226 on 10/8/202321226 on 2/14/202421226 on 2/14/202422969 on 3/29/2024