Glide Capital LLC (Miami)
Glide Capital LLC is a large advisory firm based in Miami. It manages $272.86 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, Illinois, New Mexico, and New York.
Glide Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Glide Capital: assets under management
The assets under management (AUM) of Glide Capital LLC is $272.86 million. $237.61 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Glide Capital LLC for their services and products based on a percentage of assets under management and fixed fees. 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 Glide Capital serves?
The only and largest group of clients of Glide Capital is pooled investment vehicles with 2 clients and $272.86 million of assets under management. Among the 11 most similar advisory firms, Glide Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $272.86 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Glide Capital also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
Careers at Glide Capital LLC
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate 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
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Miami
The principal office where Glide Capital LLC performs its advisory services is located at 3323 Ne 163 Rd Street, Miami, FL 33160, 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 305-539-3850. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at glideplatform.com and its LinkedIn profile.
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