Metis Global Partners, LLC (San Diego)

Name: Metis Global Partners, LLC
Address: 11988 El Camino Real, San Diego, CA, 92130
Telephone: 858-436-3030

Metis Global Partners, LLC is a large advisory firm based in San Diego. It manages $580.53 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and New York.

Metis Global Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Metis Global Partners: assets under management

The assets under management (AUM) of Metis Global Partners, LLC is $580.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1250% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $580.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.5 million each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Metis Global Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Metis Global Partners serves?

The firm provides services to pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The largest group of clients of Metis Global Partners is state or municipal government entities with 19 clients and $383.21 million of assets under management. Among the 10 most similar advisory firms, Metis Global Partners has the 2nd highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $580.53 million for 27 clients. None of the firm’s clients are foreign persons or businesses.

Metis Global Partners also advises several private funds. Namely, six other private funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Metis Global Partners, LLC

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Machel Allen	Managing member, chief investment officer, chief compliance officer	1 Feb 2013	50% - 75%	6193494
Nicholas Magnuson	Member	1 Feb 2013	Other	6193495
Irina Gorokhov	Member	1 Feb 2013	Other	6193496
Machel Lee Allen	Managing member, chief investment officer, chief compliance officer	1 Feb 2013	75% - 100%	6193494
Irina A. Gorokhov	Member	1 Feb 2013	Other	6193496
Lp Brandes Investment Partners	Member	1 Nov 2013	Other	33-0704072

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Brandes Investment Partners	General partner	1 Jun 2002	50% - 75%	33-0090873
L.P. Brandes Worldwide Holdings	Limited partner	1 Oct 2004	75% - 100%	33-0836630
Inc. Brandes Investment Partners	General partner	1 Oct 2004	Other	33-0090873
Charles Howard Brandes	President	1 Dec 2005	75% - 100%	2170920
Llc Co Gp	General partner	1 Feb 2018	Other	73-1677697
Glenn Richard Carlson	Member	1 Feb 2018	50% - 75%	2170921
Jeffrey Atwood Busby	Member	1 Feb 2018	50% - 75%	1542595

Based in San Diego

The principal office where Metis Global Partners, LLC performs its advisory services is located at 11988 El Camino Real, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-436-3030 or by fax 858-436-3040. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at metisgp.com.