Asset manager · SAN Diego, CA
Globeflex Capital LP
SEC-registered investment adviser · CRD 106417 · SEC 801-45959
At a glance
Globeflex Capital LP is an SEC-registered investment adviser based in SAN Diego, California, with $4.6 billion in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 723rd of 3,218 asset managers and 2,223rd of 17,210 SEC-registered advisers by assets.
Main office 858-658-9060globeflex.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.6B
- Rank among asset managers
- #723 of 3,218
- Rank among all SEC RIAs
- #2,223 of 17,210
- Rank in California
- #232 of 1,873
- Clients
- 23
- Accounts
- 31
- Discretionary
- 96% of AUM
- Employees
- 26
- Advisory staff
- 10
- Offices
- 2
Owners and executives on its Form ADV
- Marina L. MarrelliCEO, Co-Trustee of the Ansmar Family Trust
- Robert J. AnslowCIO, Co-Trustee of the Ansmar Family Trust
- Eileen D. LeviLimited Partner
- Anellina T. MarrelliLimited Partner
- Holly M. MelosiLimited Partner
- Pamela F. PendrellChief Compliance Officer
- James D. PetersonDeputy CIO
- Jennifer A. EveChief Financial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 5 | $1.8B | 39% |
| Pooled investment vehicles | 8 | $1.5B | 32% |
| Pension and profit sharing plans | 5 | $848M | 18% |
| Other investment advisers | 1 | $264M | 6% |
| Corporations or other businesses | 2 | $198M | 4% |
| Charitable organizations | 1 | $16M | <1% |
| Other | 1 | $1M | <1% |
Private funds
Globeflex Capital LP reports 4 private funds with $580M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Globeflex Capital LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗globeflex.com ↗
AtlasMembers
The full record on Globeflex Capital LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 713 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Globeflex Capital LP manage?
Globeflex Capital LP reports $4.6 billion in regulatory assets under management across 31 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Globeflex Capital LP?
Globeflex Capital LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Globeflex Capital LP’s clients?
By assets, its largest client types are state or municipal government entities ($1.8 billion, 5 clients); pooled investment vehicles ($1.5 billion, 8 clients); pension and profit sharing plans ($848 million, 5 clients).
Does Globeflex Capital LP manage private funds?
Yes. It reports 4 private funds with $580 million in gross assets, including other private funds.
Does Globeflex Capital LP have any disciplinary history?
Globeflex Capital LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Globeflex Capital LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →