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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 07-14-2014
- Office Locations
- 214
Office Locations
About Global Retirement Partners LLC
Global Retirement Partners LLC is a California-based advisory firm serving both retail and institutional channels. The team provides financial planning alongside asset management, retirement plan guidance, tax, estate, and succession planning. Investment work emphasizes asset allocation and risk management using model portfolios and funds/ETFs, with platform integrations such as Envestnet and Pontera and custody through LPL Financial.
Team overview
Insights
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Custodian
Investment Themes
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Owner & Executives
COSMO CHARLES GOULD
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5033874
- Ownership
- Less than 5%
SCOTT CHRISTOPHER HAUPTMANN
EXECUTIVE VICE PRESIDENT, President
- CRD
- --
- Ownership
- Less than 5%
Wave wave
Foundation bridge summit
- CRD
- #54029
- Ownership
- 37.8%
Showing 2 of 4 owners & executives
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RACHEL MARGARET ABU HAWILI
--
- CRD
- #5078576
Noel Adams
--
- CRD
- #4951603
Matrix vertex
Bridge quantum vector
- CRD
- #26427
Showing 2 of 476 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,229,750,894 | $2,140,688 |
| Non-Discretionary | $114,354,815,405 | $13,966,147 |
| Total | $169,584,566,299 | $4,989,542 |
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Separately Managed Accounts
Total SMA Asset: $169,584,566,299
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,409,622,106 | 33.6% |
| Equity - Exchange | $1,128,536,745 | 26.9% |
| Other | $1,657,145,035 | 39.5% |
| Total | $4,195,303,886 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX BRIDGE | ZENITH ZENITH | L9TPVDNUN | PVPM | 11.45% | $50,103,795 |
| PIONEER CREST GLACIER | NORTH MATRIX | 7ERDFSPIZ | DVNK | 7.64% | $98,983,375 |
| UNISON PEAK OPTIMA | PRIME QUANTUM | WH8W70WJR | BHM | 12.00% | $14,756,963 |
| PATHWAY CREST MOMENTUM | FOCUS QUANTUM | Y09XZO35K | LWTC | 3.45% | $106,401,835 |
| EMBER FRONTIER | PRIME DELTA | QSLVY72YB | GCF | 1.85% | $92,720,430 |
| ATLAS PATHWAY TIMBER | FRONTIER FOUNDATION | 9AJR2TIN1 | WSIOF | 0.85% | $39,400,253 |
| RIDGE PATHWAY WAVE | RIDGE ALPHA | MKNELU6K3 | YNO | 5.60% | $7,209,599 |
| QUANTUM ATLAS | FUSION VECTOR | U9SLFXV6J | FAS | 11.16% | $94,532,988 |