# 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.

- CRD: 167429
- Filed as: GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167429
- AdvisorCensus page: https://advisorcensus.com/firm/global-atlantic-investment-advisors-llc-indianapolis-in-167429

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,696,672,242
- Discretionary: $2,696,672,242
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 16 | $2,696,672,242 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 15 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- globalatlantic.onlineprospectus.net/GlobalAtlantic/portfolios

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,794,768,997 | 18 | May 26, 2021 |
| October 2022 | $3,902,793,161 | 15 | March 25, 2022 |
| October 2023 | $2,863,035,757 | 15 | March 31, 2023 |
| October 2024 | $2,897,334,642 | 15 | March 26, 2024 |
| October 2025 | $2,813,558,831 | 15 | March 31, 2025 |
| October 2026 | $2,696,672,242 | 15 | April 30, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Atlantic Investment Advisors, LLC (CRD 167429): Form ADV filing data as of October 2026.