SourcingSourcing

GLOBAL PARTNERSHIPS

C39
CRD 300844·SEC 801-115266·SEATTLE, WA
AUM
$221.1M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$663K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL PARTNERSHIPS
CRD
300844
SEC file #
801-115266
EIN
383978375
DBA names
—

Economics

AUM
$221.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$178.7M → $221.1M▲ +24%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
42
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'20'26
23 advisors → 25 advisors▲ +9%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
09/26/2025
ADV-W filed at
—
Website
linkedin.com/company/globalpartnerships(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COFFEY, MARK, ALAN
Top Owner Pct
2.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
COFFEY, MARK, ALAN
GALGON, MICHAEL, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:globalpartnerships.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
37
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001672167
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2016-05-06
Edgar Last Filing Date
2016-05-06
Edgar Form D Count
1
Edgar Form D Offerings
2016-05-062016-05-06 · 0001672167-16-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
1932 FIRST AVENUESUITE 400SEATTLE, WA 98101
Business
1932 FIRST AVENUESUITE 400SEATTLE, WA 98101
Edgar EIN
383978375
Edgar Recent Filings
D2016-05-06 · 0001672167-16-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2198760
Trust Company Affiliate
No

People (4)

4
COFFEY, MARK, ALAN
Executive Officer · 2.5%
2198760
GALGON, MICHAEL, THOMAS
Executive Officer · 2.5%
6910945
McGinn, Michael
Executive Officer · 2.5%
7299881
Muir, Megan
Executive Officer · 2.5%
7098139