# Metis Global Partners, LLC

> Metis Global Partners, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 167276
- Filed as: METIS GLOBAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167276
- AdvisorCensus page: https://advisorcensus.com/firm/metis-global-partners-llc-san-diego-ca-167276

## Quick answers

**How is Metis Global Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Metis Global Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Metis Global Partners, LLC located?**
Metis Global Partners, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Metis Global Partners, LLC registered with the SEC or a state?**
Metis Global Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 167276.

**How much does Metis Global Partners, LLC manage?**
Metis Global Partners, LLC reports $5,668,863,355 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**How have Metis Global Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Metis Global Partners, LLC: Regulatory assets under management: $239,097,053 in the October 2021 data and $5,668,863,355 in the October 2026 data, up 2271%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Metis Global Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12); charitable organizations (4); state or municipal government entities (including government pension plans) (2).

**Which custodians does Metis Global Partners, LLC use?**
Metis Global Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Corporation and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Metis Global Partners, 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/167276

**What changed in Metis Global Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $4,723,737,393 to $5,668,863,355 (+20%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- State Street Corporation
- The Northern Trust Company

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: $5,668,863,355
- Discretionary: $5,668,863,355
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $4,388,629,020 |
| Charitable organizations | 4 | $1,207,599,477 |
| State or municipal government entities (including government pension plans) | 2 | $72,634,858 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 11 total, 5 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)
- [metisgp.com](https://metisgp.com)
- LinkedIn @metis-global-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $239,097,053 | 7 | August 25, 2021 |
| October 2022 | $1,418,899,351 | 7 | August 15, 2022 |
| October 2023 | $2,088,666,253 | 8 | June 1, 2023 |
| October 2024 | $3,495,138,602 | 9 | May 8, 2024 |
| October 2025 | $4,723,737,393 | 10 | June 9, 2025 |
| October 2026 | $5,668,863,355 | 11 | May 13, 2026 |

Regulatory assets under management: $239,097,053 in the October 2021 data and $5,668,863,355 in the October 2026 data, up 2271%.
Total employees: 7 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $4,723,737,393 to $5,668,863,355 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Metis Global Partners, LLC (CRD 167276): Form ADV filing data as of October 2026.