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Global Atlantic Investment Advisors, LLC

● SEC registered since 2013CRD 167429SEC# 801-78132Indianapolis, IN
Export (members)
Reg. AUM
$2.7B
Employees
15
Accounts
16
Location
Indianapolis, IN

Global Atlantic Investment Advisors, LLC assets under management

Global Atlantic Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2013. It reports $2.7 billion in regulatory assets under management and employs 15 people.
globalatlantic.onlineprospectus.net/globalatlantic/portfoliosView on SEC.gov ↗

Global Atlantic Investment Advisors, LLC owners & executives

18 reported
NameTitleOwnershipSince
Brian Victor Korbesmeyer ControlChief Financial OfficerUnder 5%2024
Cameron David Jeffreys ControlElected Manager, ChairmanUnder 5%2026
David Donald Capalbo ControlChief Compliance OfficerUnder 5%2016
Deborah Lyn Schunder ControlElected ManagerUnder 5%2025
Global Atlantic (fin) Company ControlMemberOver 75%2017
Global Atlantic Financial Group Limited ControlShareholderOver 75%2021
Global Atlantic Limited ControlShareholderOver 75%2016
Kkr & Co. Inc. ControlShareholder Of Kkr Group Co. Inc.Over 75%2022
Kkr Group Assets GP LLC ControlGeneral Partner Of Kkr Group Assets Holdings L.p.—2020
Kkr Group Assets Holdings L.P. ControlSole Member Of Kkr Magnolia Holdings LlcOver 75%2020
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Frequently asked questions

How much does Global Atlantic Investment Advisors, LLC manage?

Global Atlantic Investment Advisors, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Global Atlantic Investment Advisors, LLC have?

Global Atlantic Investment Advisors, LLC reports 15 employees.

Where is Global Atlantic Investment Advisors, LLC located?

Global Atlantic Investment Advisors, LLC is based in Indianapolis, IN and has been SEC-registered since 2013.

Does Global Atlantic Investment Advisors, LLC disclose fund performance?

Global Atlantic Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 West Market Street, Suite 2300, Indianapolis, IN 46204
Phone317-223-2708
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.7B▼ 4%
Mar '25 — $2.81BApr '25 — $2.81BMay '25 — $2.81BJun '25 — $2.81BJul '25 — $2.81BAug '25 — $2.81BSep '25 — $2.81BOct '25 — $2.81BNov '25 — $2.81BDec '25 — $2.81BJan '26 — $2.81BFeb '26 — $2.81BMar '26 — $2.7BApr '26 — $2.7BMay '26 — $2.7BJun '26 — $2.7BJul '26 — $2.7B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers

Assets under management

$2.7Bregulatory AUM
Discretionary $2.7B