Metis Global Partners, Llc
- Regulatory AUM
- $5.7B
- Discretionary
- $5.7B
- Clients
- 18
- Avg AUM / client
- $315M
- Accounts
- 23
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $4.4B | 77.4% |
| Charitable organizations | 4 | $1.2B | 21.3% |
| State or municipal government entities | 2 | $72.6M | 1.28% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.7B combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bert Bell/Pete Rozelle Nfl Player Retirement Plan Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allen, Machel, Lee | Managing Member, Chief Investment Officer | Feb 2013 (14y) | 75% or more | |
| Gorokhov, Irina, A. | Member | Feb 2013 (14y) | 5% – 10% | |
| Busby, Jeffrey, Atwood | Member | Feb 2018 (9y) | 50% – 75% of Co Gp, Llc (indirect) | |
| Glenn Richard Carlson | Member | CFA | Feb 2018 (9y) | 50% – 75% of Co Gp, Llc (indirect) |
| Mulligan, Thomas, Wayne | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brandes Investment Partners, Lp | Member | Nov 2013 | A | 10% – 25% |
| Brandes Worldwide Holdings, L.P. | Limited Partner | Oct 2004 | B | ≈ 7.5% – 25% via Brandes Investment Partners, Lp |
| Co Gp, Llc | General Partner | Feb 2018 | B | GP / trustee / elected manager of Brandes Worldwide Holdings, L.P. (indirect) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brandes Worldwide Holdings, L.P.: 75% – 100% of Brandes Investment Partners, Lp × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $1.7B gross assets)
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bert Bell/Pete Rozelle Nfl Player Retirement Plan | Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | 2,517 | $4.0B | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 3.52 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $1.2B (22% of AUM) May 2026
- Northern Trust $730M (13% of AUM) May 2026
- J.P. Morgan $41.6M (7% of AUM) Mar 2019
- BNY Mellon $38.9M (16% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗