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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

ALGERT GLOBAL LLC

CRD 125523

SAN FRANCISCO, CA

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:8e462744-d262-75a1-2b6b-9415cf1d9ca1

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Mar 6, 2012 to May 7, 2026
34 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=0.34 institutional_share=0.66 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $10BItem 5.F on the latest filing (2026-05-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $10B
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: 0
Employees: 24
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 22
Individual clients: 0
High net worth clients: 0
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $503M
SEC number: 801-61878
CIK: 1275218
CRD: 125523
Filings on the tape: 34
First filed: Mar 6, 2012
Latest filed: May 7, 2026
Organised: Limited Liability Company, DE
Website: algertglobal.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ALGERT GLOBAL EQUITY MARKET NEUTRAL MASTER FUND II, L.P.	Hedge Fund	$876M	Mar 28, 2019	11	Mar 30, 2016	dropped	021-249113
ALGERT GLOBAL EQUITY MARKET NEUTRAL MASTER FUND, L.P.	Hedge Fund	$342M	Mar 26, 2024	4	Mar 6, 2012	reported	021-127858
ALGERT JAPAN EQUITY EXTENSION FUND, L.P.	Hedge Fund	$224M	Jul 20, 2020	2	May 18, 2018	dropped	n/a
ALGERT INTERNATIONAL SMALL CAP FUND, L.P.	Other Private Fund	$221M	Mar 26, 2024	6	Mar 29, 2018	reported	021-278996
ALGERT WORLD EQUITY EXTENSION MASTER FUND, L.P.	Hedge Fund	$186M	Jul 31, 2023	2	Mar 28, 2019	reported	021-347557

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
ALGERT, PETER, MICHAEL	MANAGING MEMBER	C	yes	06/2002	Mar 6, 2012	Mar 26, 2024
COMERFORD, PETER, THOMAS	CHIEF OPERATING OFFICER	A	yes	09/2016	Sep 9, 2016	Mar 26, 2024
LAFOND, RYAN, ZENTNER	DEPUTY CHIEF INVESTMENT OFFICER	C	yes	01/2017	Mar 29, 2017	Mar 26, 2024
SHANG, WENDY, WU	CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER	Na	yes	07/2014	Sep 25, 2014	Mar 26, 2024
DRAPER, SCOTT, ANTHONY	Member	A	no	03/2015	Mar 27, 2015	Mar 26, 2024
SOLNICK, ANDREW, JARED	Member	A	no	03/2015	Mar 27, 2015	Mar 26, 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	Offices	Private funds	Fund GAV
2025	Mar 28, 2026	$10B	$10B	24	11	0	4	n/a
2024	Mar 28, 2025	$7.6B	$7.6B	22	9	0	2	n/a
2023	Mar 26, 2024	$4.4B	$4.4B	20	9	0	2	$563M
2022	Mar 31, 2023	$3.3B	$3.3B	20	9	0	3	$651M
2021	Mar 29, 2022	$2.6B	$2.6B	19	8	0	3	$714M
2020	Mar 26, 2021	$2.0B	$2.0B	20	8	0	3	$851M
2019	Mar 27, 2020	$2.5B	$2.5B	22	9	1	4	$1.1B
2018	Mar 28, 2019	$2.8B	$2.8B	24	9	1	5	$1.6B
2017	Mar 29, 2018	$3.3B	$3.3B	23	9	1	3	$2.0B
2016	Mar 29, 2017	$1.9B	$1.9B	22	10	n/a	2	$1.5B
2015	Mar 30, 2016	$1.4B	$1.4B	19	8	n/a	2	$1.1B
2014	Mar 27, 2015	$1.1B	$1.1B	16	7	n/a	1	$1.0B
2013	Mar 31, 2014	$1.5B	$1.5B	14	8	n/a	1	$1.4B
2012	Apr 1, 2013	$1.2B	$1.2B	11	6	n/a	1	$1.2B
2011	Mar 6, 2012	$473M	$473M	n/a	n/a	n/a	1	$473M

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	$10B	$7.6B	33.6%	$3.3B	45.8%	24	22	0	0

Relationships

Advises (5)

→ ALGERT GLOBAL EQUITY MARKET NEUTRAL MASTER FUND, L.P.Private fundHedge Fund, IA
Mar 6, 2012 to presentfactForm ADV
→ ALGERT INTERNATIONAL SMALL CAP FUND, L.P.Private fundOther Private Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ ALGERT WORLD EQUITY EXTENSION MASTER FUND, L.P.Private fundHedge Fund, IA
Mar 28, 2019 to presentfactForm ADV
→ ALGERT JAPAN EQUITY EXTENSION FUND, L.P.Private fundHedge Fund, IA, no longer reported
May 18, 2018 to Jul 20, 2020factForm ADV
→ ALGERT GLOBAL EQUITY MARKET NEUTRAL MASTER FUND II, L.P.Private fundHedge Fund, IA, no longer reported
Mar 30, 2016 to Mar 28, 2019factForm ADV

Controls (4)

← LAFOND, RYAN, ZENTNEROwnerDEPUTY CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 29, 2017 to Mar 26, 2024factForm ADV
← ALGERT, PETER, MICHAELOwnerMANAGING MEMBER, ownership code C, individual
Mar 6, 2012 to Mar 26, 2024factForm ADV
← SHANG, WENDY, WUOwnerCHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 25, 2014 to Mar 26, 2024factForm ADV
← COMERFORD, PETER, THOMASOwnerCHIEF OPERATING OFFICER, ownership code A, individual
Sep 9, 2016 to Mar 26, 2024factForm ADV

Owns (2)

← DRAPER, SCOTT, ANTHONYOwnerMEMBER, ownership code A, individual
Mar 27, 2015 to Mar 26, 2024factForm ADV
← SOLNICK, ANDREW, JAREDOwnerMEMBER, ownership code A, individual
Mar 27, 2015 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 28, 2026
Regulatory AUM changed
Algert Global Llc reported RAUM $10.2B, up 34% from $7.6B (2025-03-28 to 2026-03-28)
Form ADVobserved 6 days ago
$2.6B
Occurred
Mar 28, 2025
Regulatory AUM changed
Algert Global Llc reported RAUM $7.6B, up 72% from $4.4B (2024-03-26 to 2025-03-28)
Form ADVobserved 6 days ago
$3.2B
Occurred
Mar 26, 2024
Regulatory AUM changed
Algert Global Llc reported RAUM $4.4B, up 35% from $3.3B (2023-07-31 to 2024-03-26)
Form ADVobserved 6 days ago
$1.2B
Occurred
Mar 31, 2023
Regulatory AUM changed
Algert Global Llc reported RAUM $3.3B, up 28% from $2.6B (2022-03-29 to 2023-03-31)
Form ADVobserved 6 days ago
$716M
Occurred
Mar 29, 2022
Regulatory AUM changed
Algert Global Llc reported RAUM $2.6B, up 26% from $2.0B (2021-03-26 to 2022-03-29)
Form ADVobserved 6 days ago
$536M
Occurred
Mar 29, 2018
Regulatory AUM changed
Algert Global Llc reported RAUM $3.3B, up 68% from $1.9B (2017-03-29 to 2018-03-29)
Form ADVobserved 6 days ago
$1.3B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e462744-d262-75a1-2b6b-9415cf1d9ca1
First observed: Mar 6, 2012
Last observed: May 7, 2026 4 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.

ALGERT GLOBAL LLC

CRD 125523

SAN FRANCISCO, CA

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:8e462744-d262-75a1-2b6b-9415cf1d9ca1

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ALGERT GLOBAL EQUITY MARKET NEUTRAL MASTER FUND II, L.P.

Hedge Fund

$876M

Mar 28, 2019

Mar 30, 2016

dropped

021-249113

ALGERT GLOBAL EQUITY MARKET NEUTRAL MASTER FUND, L.P.

Hedge Fund

$342M

Mar 26, 2024

Mar 6, 2012

reported

021-127858

ALGERT JAPAN EQUITY EXTENSION FUND, L.P.

Hedge Fund

$224M

Jul 20, 2020

May 18, 2018

dropped

n/a

ALGERT INTERNATIONAL SMALL CAP FUND, L.P.

Other Private Fund

$221M

Mar 26, 2024

Mar 29, 2018

reported

021-278996

ALGERT WORLD EQUITY EXTENSION MASTER FUND, L.P.

Hedge Fund

$186M

Jul 31, 2023

Mar 28, 2019

reported

021-347557

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALGERT, PETER, MICHAEL

MANAGING MEMBER

yes

06/2002

Mar 6, 2012

Mar 26, 2024

COMERFORD, PETER, THOMAS

CHIEF OPERATING OFFICER

yes

09/2016

Sep 9, 2016

Mar 26, 2024

LAFOND, RYAN, ZENTNER

DEPUTY CHIEF INVESTMENT OFFICER

yes

01/2017

Mar 29, 2017

Mar 26, 2024

SHANG, WENDY, WU

CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER

yes

07/2014

Sep 25, 2014

Mar 26, 2024

DRAPER, SCOTT, ANTHONY

Member

03/2015

Mar 27, 2015

Mar 26, 2024

SOLNICK, ANDREW, JARED

Member

03/2015

Mar 27, 2015

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 28, 2026

$10B

n/a

2024

Mar 28, 2025

$7.6B

n/a

2023

Mar 26, 2024

$4.4B

$563M

2022

Mar 31, 2023

$3.3B

$651M

2021

Mar 29, 2022

$2.6B

$714M

2020

Mar 26, 2021

$2.0B

$851M

2019

Mar 27, 2020

$2.5B

$1.1B

2018

Mar 28, 2019

$2.8B

$1.6B

2017

Mar 29, 2018

$3.3B

$2.0B

2016

Mar 29, 2017

$1.9B

n/a

$1.5B

2015

Mar 30, 2016

$1.4B

n/a

$1.1B

2014

Mar 27, 2015

$1.1B

n/a

$1.0B

2013

Mar 31, 2014

$1.5B

n/a

$1.4B

2012

Apr 1, 2013

$1.2B

n/a

$1.2B

2011

Mar 6, 2012

$473M

n/a

$473M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$10B

$7.6B

33.6%

$3.3B

45.8%