# Global Trends Investments

> Global Trends Investments is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 108854
- Filed as: GLOBAL TRENDS INVESTMENTS
- Legal name: Lydon Asset Management Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/108854
- AdvisorCensus page: https://advisorcensus.com/firm/global-trends-investments-108854

## Quick answers

**How is Global Trends Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Global Trends Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Global Trends Investments registered with the SEC or a state?**
Global Trends Investments is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 108854.

**How much does Global Trends Investments manage?**
Global Trends Investments reports $48,374,435 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Global Trends Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26).

**Does Global Trends Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/108854

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $48,374,435
- Discretionary: $48,374,435
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 26 | $48,374,435 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- globaltrend.com
- LinkedIn @global-trends-investments
- LinkedIn @tomlydon
- X @TomLydon

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Trends Investments (CRD 108854): Form ADV filing data as of October 2026.