GLOBAL IMC LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $790.0M |
| Discretionary | $790.0M100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $87.8M |
| Employees | 22 |
| Peak AUM | $2.03BMar 2022 |
AUM by Client Type
Total AUM
$790M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $790M | 44.2% | 19.2% | 11.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $790.0M |
| Discretionary | $790.0M |
| Employees | 22 |
| Client Accounts | 9 |
Contact & Location
Address
215 HIGHWAY 101
SOLANA BEACH CA 92075
Phone
760-479-5080
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$790M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserLaw Firm