AdvisorCensus / Financial advisors / Indiana / Indianapolis / Global Atlantic Investment Advisors, LLC
Global Atlantic Investment Advisors, LLC
Filed as GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Global Atlantic Investment Advisors, LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.
Quick answers
From the filingHow is Global Atlantic Investment Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Global Atlantic Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Global Atlantic Investment Advisors, LLC located?
Global Atlantic Investment Advisors, LLC's principal office is in Indianapolis, IN, according to its Form ADV.
Is Global Atlantic Investment Advisors, LLC registered with the SEC or a state?
Global Atlantic Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167429.
How much does Global Atlantic Investment Advisors, LLC manage?
Global Atlantic Investment Advisors, LLC reports $2,696,672,242 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).
How have Global Atlantic Investment Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Global Atlantic Investment Advisors, LLC: Regulatory assets under management: $3,794,768,997 in the October 2021 data and $2,696,672,242 in the October 2026 data, down 29%. Total employees: 18 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Global Atlantic Investment Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: investment companies (16).
Does Global Atlantic Investment Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167429
What changed in Global Atlantic Investment Advisors, LLC's recent Form ADV filings?
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$2,696,672,242 as of October 2026, filing dated April 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 15. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,696,672,242 | 15 | April 30, 2026 |
| October 2025 | $2,813,558,831 | 15 | March 31, 2025 |
| October 2024 | $2,897,334,642 | 15 | March 26, 2024 |
| October 2023 | $2,863,035,757 | 15 | March 31, 2023 |
| October 2022 | $3,902,793,161 | 15 | March 25, 2022 |
| October 2021 | $3,794,768,997 | 18 | May 26, 2021 |
Regulatory assets under management: $3,794,768,997 in the October 2021 data and $2,696,672,242 in the October 2026 data, down 29%.
Total employees: 18 in October 2021 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Global Atlantic Investment Advisors, LLC (CRD 167429): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/global-atlantic-investment-advisors-llc-indianapolis-in-167429