Private fund adviser · SAN Diego, CA
Metis Global Partners, LLC
SEC-registered investment adviser · CRD 167276 · SEC 801-91173
At a glance
Metis Global Partners, LLC is an SEC-registered investment adviser based in SAN Diego, California, with $5.7 billion in regulatory assets under management as of its Form ADV filed May 13, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 905th of 4,686 private fund advisers and 1,929th of 17,210 SEC-registered advisers by assets.
Main office 858-436-3030metisgp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.7B
- Rank among private fund advisers
- #905 of 4,686
- Rank among all SEC RIAs
- #1,929 of 17,210
- Rank in California
- #207 of 1,873
- Clients
- 18
- Accounts
- 23
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Machel L. AllenManaging Member, Chief Executive Officer, Chief Investment Officer
- Irina A. GorokhovMember
- Thomas W. MulliganChief Compliance Officer, Chief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 12 | $4.4B | 77% |
| Charitable organizations | 4 | $1.2B | 21% |
| State or municipal government entities | 2 | $73M | 1% |
Private funds
Metis Global Partners, LLC reports 13 private funds with $3.7B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Metis Global Partners, LLC 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
Form ADV and brochures on the SEC’s adviser search ↗metisgp.com ↗
AtlasMembers
The full record on Metis Global Partners, LLC
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
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,295 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Metis Global Partners, LLC manage?
Metis Global Partners, LLC reports $5.7 billion in regulatory assets under management across 23 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 13, 2026.
What kind of firm is Metis Global Partners, LLC?
Metis Global Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Metis Global Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($4.4 billion, 12 clients); charitable organizations ($1.2 billion, 4 clients); state or municipal government entities ($73 million, 2 clients).
Does Metis Global Partners, LLC manage private funds?
Yes. It reports 13 private funds with $3.7 billion in gross assets, including other private funds.
Does Metis Global Partners, LLC have any disciplinary history?
Metis Global Partners, LLC 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 Metis Global Partners, LLC’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 (2026-05-13), 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 →