# GOI

> GOI is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 319494
- Legal name: Global Opportune Investments LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319494
- AdvisorCensus page: https://advisorcensus.com/firm/goi-miami-fl-319494

## Quick answers

**How is GOI compensated?**
On its Form ADV (Item 5.E, October 2026), GOI reports these compensation arrangements: a percentage of assets under its management.

**Where is GOI located?**
GOI's principal office is in Miami, FL, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is GOI registered with the SEC or a state?**
GOI is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 319494.

**How much does GOI manage?**
GOI reports $111,348,774 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**How have GOI's assets and staff changed since 2022?**
In the Form ADV data for GOI: Regulatory assets under management: $63,554,943 in the October 2022 data and $111,348,774 in the October 2026 data, up 75%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does GOI serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (19); investment companies (1).

**Which custodians does GOI use?**
GOI's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does GOI 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/319494

**Does GOI state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "goi generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. goi reserves the right to lower the account minimums at its discretion."

**What changed in GOI's recent Form ADV filings?**
In the April 2026 filing data: Added an office in Barcelona. Added an office in Fort Lauderdale, FL. 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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> goi generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. goi reserves the right to lower the account minimums at its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $111,348,774
- Discretionary: $111,348,774
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,708,508 |
| High net worth individuals | 39 | $103,474,228 |
| Investment companies | 1 | $7,270 |
| Charitable organizations | Fewer than 5 | $3,158,768 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Barcelona
- Fort Lauderdale, FL

### Websites listed on Form ADV (Item 1.I)
- goi-ria.com
- LinkedIn @global-opportunistic-investment-llc
- LinkedIn @ariana-sher
- LinkedIn @jovani-hinkson-4551b1326
- LinkedIn @rakeshkhilnani

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $63,554,943 | 2 | September 14, 2022 |
| October 2026 | $111,348,774 | 3 | September 18, 2026 |

Regulatory assets under management: $63,554,943 in the October 2022 data and $111,348,774 in the October 2026 data, up 75%.
Total employees: 2 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added an office in Barcelona.
- Added an office in Fort Lauderdale, FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GOI (CRD 319494): Form ADV filing data as of October 2026.