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GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

C39
CRD 167429·SEC 801-78132·INDIANAPOLIS, IN
AUM
$2.70B
$1B+
Est. Revenue
$27.0M
@ 1% on AUM
Est. EBITDA
$8.1M
@ 30% margin
Est. Deal Value
$64.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD
167429
SEC file #
801-78132
EIN
200628947
DBA names
Global Atlantic Investment Advisors, Llc

Economics

AUM
$2.70B
AUM band
$1B+
AUM trajectory
'20'26
$3.55B → $2.70B▼ -24%
Client mix
Investment Companies16

Operations

Employees (total)
15
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
globalatlantic.onlineprospectus.net/globalatlantic/portfolios

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLOBAL ATLANTIC (FIN) COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
GLOBAL ATLANTIC (FIN) COMPANY
CAPALBO, DAVID, DONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001581833
Edgar Registered
Yes
Edgar Filing Count
53
Edgar First Filing Date
2013-07-23
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2016-11-14
Accession0001172661-16-004289
Edgar Former Names
Forethought Investment Advisors, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
10 WEST MARKET STREETSUITE 2300INDIANAPOLIS, IN 46204
Business
10 WEST MARKET STREETSUITE 2300INDIANAPOLIS, IN 46204
Edgar EIN
200628947
Edgar Recent Filings
13F-NT2026-05-08 · 0001172661-26-001624
13F-NT2026-01-21 · 0001172661-26-000234
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
JEFFREYS, CAMERON, DAVID
IAR · Executive Officer · 2.5%
6183204
CAPALBO, DAVID, DONALD
Executive Officer · 2.5%
2915399
KORBESMEYER, BRIAN, VICTOR
Executive Officer · 2.5%
8063312
DEBORAH LYN SCHUNDER
Executive Officer · 2.5%
2179887
ERIC DAVID TODD
IAR
2175308