Global Atlantic Investment Advisors, Llc
SEC-registered
Mutual Fund / Asset Manager · Mid-sized ($1B–$10B)
CRD 167429
· SEC file 801-78132
· Indianapolis, IN
· globalatlantic.onlineprospectus.net
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ADV data as of Apr 30, 2026
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 16
- Avg AUM / client
- $169M
- Accounts
- 16
- Employees
- 15
AUM over time
$0
$6.9B
May 23, 2013
Apr 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 16 | $2.7B | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric David Todd | Elected Manager, President | CFA | Apr 2013 (13y) | Less than 5% |
| Arena, Robert, Michael | Elected Manager | Oct 2016 (10y) | Less than 5% | |
| Capalbo, David, Donald | Chief Compliance Officer | Oct 2016 (10y) | Less than 5% | |
| Nelson, Paula, Genevieve | Elected Manager | Oct 2016 (10y) | Less than 5% | |
| Jacoby, David, Allen | Chief Financial Officer | Jan 2021 (6y) | Less than 5% | |
| Cameron David Jeffreys | Registered representative | CFA | Jun 2013 (13y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Global Atlantic (Fin) Company | Member | Dec 2017 | A | 75% or more |
| Global Atlantic Financial Group Limited | Shareholder | Feb 2021 | B | ≈ 42.19% – 100% via Global Atlantic Limited |
| Global Atlantic Limited | Shareholder | Apr 2016 | B | ≈ 56.25% – 100% via Global Atlantic (Fin) Company |
| Kkr & Co. Inc. | Shareholder Of Kkr Group Co. Inc. | May 2022 | B | 75% or more of Kkr Group Co. Inc. (indirect) |
| Kkr Group Assets Holdings L.P. | Sole Member Of Kkr Magnolia Holdings Llc | Jul 2020 | B | ≈ 11.87% – 75% via Kkr Magnolia Holdings Llc |
| Kkr Group Partnership L.P. | Limited Partner Of Kkr Group Assets Holdings L.P. | Jan 2020 | B | ≈ 8.9% – 75% via Kkr Group Assets Holdings L.P. |
| The Global Atlantic Financial Group Llc | Shareholder Of Global Atlantic Financial Group Limited | Feb 2021 | B | ≈ 31.64% – 100% via Global Atlantic Financial Group Limited |
| Kkr Group Co. Inc. | Shareholder Of Kkr Group Holdings Corp. | Jul 2018 | B | 75% or more of Kkr Group Holdings Corp. (indirect) |
| Kkr Magnolia Holdings Llc | Voting Class Shareholder Of The Global Atlantic Financial Group Llc | Jul 2020 | B | ≈ 15.82% – 75% via The Global Atlantic Financial Group Llc |
| Kkr Group Holdings L.P. | Limited Partner Of Kkr Group Partnership L.P. | Jan 2020 | B | ≈ 2.22% – 37.5% via Kkr Group Partnership L.P. |
| Kkr Group Holdings Corp. | General Partner Of Kkr Group Partnership L.P. | Jan 2020 | B | GP / trustee / elected manager of Kkr Group Partnership L.P. (indirect) |
| Kkr Group Assets Gp Llc | General Partner Of Kkr Group Assets Holdings L.P. | Jul 2020 | B | GP / trustee / elected manager of Kkr Group Assets Holdings L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Global Atlantic Financial Group Limited: 75% – 100% of Global Atlantic Limited × 75% – 100% of Global Atlantic (Fin) Company × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Global Atlantic Limited: 75% – 100% of Global Atlantic (Fin) Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kkr Group Assets Holdings L.P.: 75% – 100% of Kkr Magnolia Holdings Llc × 50% – 75% of The Global Atlantic Financial Group Llc × 75% – 100% of Global Atlantic Financial Group Limited × 75% – 100% of Global Atlantic Limited × 75% – 100% of Global Atlantic (Fin) Company × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Kkr Group Partnership L.P.: 75% – 100% of Kkr Group Assets Holdings L.P. × 75% – 100% of Kkr Magnolia Holdings Llc × 50% – 75% of The Global Atlantic Financial Group Llc × 75% – 100% of Global Atlantic Financial Group Limited × 75% – 100% of Global Atlantic Limited × 75% – 100% of Global Atlantic (Fin) Company × 75% – 100% direct ≈ 8.9% – 75% of the firm
- The Global Atlantic Financial Group Llc: 75% – 100% of Global Atlantic Financial Group Limited × 75% – 100% of Global Atlantic Limited × 75% – 100% of Global Atlantic (Fin) Company × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Kkr Magnolia Holdings Llc: 50% – 75% of The Global Atlantic Financial Group Llc × 75% – 100% of Global Atlantic Financial Group Limited × 75% – 100% of Global Atlantic Limited × 75% – 100% of Global Atlantic (Fin) Company × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Kkr Group Holdings L.P.: 25% – 50% of Kkr Group Partnership L.P. × 75% – 100% of Kkr Group Assets Holdings L.P. × 75% – 100% of Kkr Magnolia Holdings Llc × 50% – 75% of The Global Atlantic Financial Group Llc × 75% – 100% of Global Atlantic Financial Group Limited × 75% – 100% of Global Atlantic Limited × 75% – 100% of Global Atlantic (Fin) Company × 75% – 100% direct ≈ 2.22% – 37.5% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.31 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 investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗