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GLOVISTA INVESTMENTS LLC
JERSEY CITY, NJ
212-336-1540
SEC #801-68843Total AUM
$328.5M
Employees
4Clients
93Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE EVERTRUST PLAZA
11TH FLOOR
JERSEY CITY
NJ 07302
United States
11TH FLOOR
JERSEY CITY
NJ 07302
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
212-336-1540
Other Offices
1
Financials
Total AUM
$328.5M
Accounts
93Discretionary
$287.2M
Accounts
90Non-Discretionary
$41.4M
Accounts
3
Clients
Individual Clients
3AUM
$2.6M
HNW Individual Clients
37AUM
$22.7M
Investment Company Clients
2AUM
$2.8M
Pension/Profit Sharing Plan Clients
2AUM
$1.6M
Charitable Organization Clients
6AUM
$23.3M
Government Entity Clients
12AUM
$122.3M
Investment Advisor Clients
2AUM
$3.8M
Insurance Company Clients
1AUM
$13.4M
Corporation or Business Clients
21AUM
$131.1M
Other Clients
7AUM
$5.1M
Description of Other Clients
PERSONAL TRUSTS
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CTFLILNJTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.