G
$14.9M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2016
- Office Locations
- 1
Office Locations
484 West 43rd Street Suite 21 S NEW York NY
About Global Special Situations Research Co. Inc.
Global Special Situations Research Co. Inc. is a NEW York-based RIA. The firm has been operating for 10 years. Managing $14.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$14.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Foundation momentum
Client Personas
Vector capital
Investment Vehicles
Insight
Services
Crest Summit momentum Vital ember
Owner & Executives
J
JULIUSZ G. SAS
Chief Compliance Officer, President, Project Manager
- CRD
- #1283058
- Ownership
- 75% or more
(551) 729-3640
bridge.north@glaciercapital.com
in linkedin.com/in/frontier-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,888,712 | $1,975,000 |
| Non-Discretionary | $0 | -- |
| Total | $14,888,712 | $1,975,000 |
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Separately Managed Accounts
Total SMA Asset: $14,888,712
Equity - Exchange:
40.7% Cash:
59.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $409,592,929 | 40.7% |
| Cash | $596,777,905 | 59.3% |
| Total | $1,006,370,834 | 100.0% |