DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM under $100M

GLOBAL BETA ADVISORS

GLOBAL BETA ADVISORS LLC, CRD 298176

WEST CHESTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ad29e29-7a6a-d354-ea9a-1abefecd87c6

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 8
On other graphs: 0
Observed: Aug 3, 2018 to Jul 10, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $28.8MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28.8M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $28.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
SEC number: 801-113933
CIK: 1766789
CRD: 298176
Filings on the tape: 23
First filed: Aug 3, 2018
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Justin Vincent Lowry	n/a	WEST CHESTER, PA \| West Chester, PA	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Lowry, Justin, Vincent	PRESIDENT AND CHIEF INVESTMENT OFFICER	C	yes	08/2017	Aug 3, 2018	Sep 23, 2024
LOWRY, VINCENT, THOMAS	MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	D	yes	03/2016	Aug 3, 2018	Sep 23, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 9, 2026	$28.8M	$28.8M	2	2	n/a	n/a
2024	Feb 24, 2025	$25.5M	$25.5M	2	2	n/a	n/a
2023	Mar 14, 2024	$20.8M	$20.8M	2	2	n/a	n/a
2022	Mar 29, 2023	n/a	n/a	4	3	n/a	n/a
2021	Mar 29, 2022	$5.7M	$5.7M	4	2	n/a	n/a
2020	Mar 30, 2021	$7.8M	$7.8M	3	2	n/a	n/a
2019	Mar 30, 2020	$20B	$635M	4	3	n/a	n/a
2018	Mar 29, 2019	$21B	$477M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$28.8M	$25.5M	12.9%	n/a	n/a	2	2	0	0

Relationships

Registered with (1)

← Justin Vincent LowryAdvisorregistration: current employment
Oct 3, 2023 to presentfactForm ADV

Controls (2)

← LOWRY, VINCENT, THOMASOwnerMANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 3, 2018 to Sep 23, 2024factForm ADV
← Lowry, Justin, VincentOwnerPRESIDENT AND CHIEF INVESTMENT OFFICER, ownership code C, individual
Aug 3, 2018 to Sep 23, 2024factForm ADV

Dated events

Occurred
Jun 12, 2023
Control person left
James Joseph Press (Chief Compliance Officer/Chief Financial Officer) no longer on Schedule A of Global Beta Advisors (listed 2023-04-13, absent 2023-06-12)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2022
Control person left
Joe Press (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of Global Beta Advisors (listed 2021-11-02, absent 2022-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2022
Control person joined
James Joseph Press (Chief Compliance Officer/Chief Financial Officer) appeared on Schedule A of Global Beta Advisors
Form ADVobserved 5 days ago
Occurred
Jun 8, 2020
Regulatory AUM changed
Global Beta Advisors reported RAUM $1.4M, down 100% from $4.7B (2020-04-10 to 2020-06-08)
Form ADVobserved 5 days ago
$-4.7B
Occurred
Jun 8, 2020
Control person left
David John Lisko (President, Chief Operating Officer And Chief Compliance Officer) no longer on Schedule A of Global Beta Advisors (listed 2020-04-10, absent 2020-06-08)
Form ADVobserved 5 days ago
Occurred
Apr 10, 2020
Regulatory AUM changed
Global Beta Advisors reported RAUM $4.7B, down 76% from $20.0B (2020-03-30 to 2020-04-10)
Form ADVobserved 5 days ago
$-15.2B
Occurred
Mar 29, 2019
Regulatory AUM changed
Global Beta Advisors reported RAUM $21.0B, up 4349% from $471.0M (2018-08-03 to 2019-03-29)
Form ADVobserved 5 days ago
$20.5B
Occurred
Aug 3, 2018
First Form ADV filing
Global Beta Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ad29e29-7a6a-d354-ea9a-1abefecd87c6
First observed: Aug 3, 2018
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GLOBAL BETA ADVISORS

GLOBAL BETA ADVISORS LLC, CRD 298176

WEST CHESTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ad29e29-7a6a-d354-ea9a-1abefecd87c6

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Justin Vincent Lowry

n/a

WEST CHESTER, PA | West Chester, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Lowry, Justin, Vincent

PRESIDENT AND CHIEF INVESTMENT OFFICER

yes

08/2017

Aug 3, 2018

Sep 23, 2024

LOWRY, VINCENT, THOMAS

MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

03/2016

Aug 3, 2018

Sep 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$28.8M

n/a

2024

Feb 24, 2025

$25.5M

n/a

2023

Mar 14, 2024

$20.8M

n/a

2022

Mar 29, 2023

n/a

2021

Mar 29, 2022

$5.7M

n/a

2020

Mar 30, 2021

$7.8M

n/a

2019

Mar 30, 2020

$20B

$635M

n/a

2018

Mar 29, 2019

$21B

$477M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$28.8M

$25.5M

12.9%

n/a