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SEC-registered adviser
M•••• G••••• P•••••••• L••
Latest filing May 13, 2026
First filing on the tape Apr 6, 2015 · 32 filings
SEC status approved since Apr 17, 2015
RAUM
$5.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
13
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$5.7B as of May 13, 2026
Mar 31, 2016$40.2M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 13, 2026
Mar 31, 20162 then
Employees (5.A)11 as of May 13, 2026
Mar 31, 20165 then
Private funds13 as of May 13, 2026
Mar 31, 20166 then
RAUM +20% over the last fiscal year+39% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 13, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $246MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 23%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.4B77%
- Charitable organizations$1.2B21%
- State and municipal entities$72.6M1.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 4reported
- Accounts
- 23reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.77 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- A••••• M•••••• L•• · Managing Member, Chief Investment Officercontrolsince 02/2013 · owns 75% or more
- B••••• J••••••• A••••• · Membercontrolsince 02/2018 · owns 50% to 75% of C••••• L••
- C••••••• G••••• R•••••• · Membercontrolsince 02/2018 · owns 50% to 75% of C••••• L••
- G•••••••• I••••• A• · Membersince 02/2013 · owns 5% to 10%
- M•••••••• T•••••• W•••• · Chief Compliance Officersince 03/2020 · owns less than 5%
Entity owners
- B•••••• W•••••••• H•••••••• L••• · Limited Partnerindirect · owns 75% or more of B•••••• I••••••••• P•••••••• L•
- C••••• L•• · General Partnerindirect · owns F of B•••••• W•••••••• H•••••••• L•••
- C••••• L•• · General Partnerindirect · owns F of B•••••• I••••••••• P•••••••• L•
- B•••••• I••••••••• P•••••••• L• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 25 to 23Jun 9, 2025 to Mar 30, 2026
- Charity clients · 3 to 4Jun 9, 2025 to Mar 30, 2026
- Pooled vehicle clients · 14 to 12Jun 9, 2025 to Mar 30, 2026
- Employees · 10 to 11Jun 9, 2025 to Mar 30, 2026
- Discretionary RAUM · $4.7B to $5.7BJun 9, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.6B to $4.4BJun 9, 2025 to Mar 30, 2026
- RAUM · $4.7B to $5.7BJun 9, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 9, 2025
- Accounts · 24 to 25Dec 16, 2024 to Mar 28, 2025
- Employees · 9 to 10Dec 16, 2024 to Mar 28, 2025
- Discretionary RAUM · $3.5B to $4.7BDec 16, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.6B to $3.6BDec 16, 2024 to Mar 28, 2025
- RAUM · $3.5B to $4.7BDec 16, 2024 to Mar 28, 2025
- Accounts · 21 to 24Feb 23, 2024 to Mar 26, 2024
- Advisory employees · 4 to 5Feb 23, 2024 to Mar 26, 2024
- Pooled vehicle clients · 12 to 14Feb 23, 2024 to Mar 26, 2024
- Employees · 8 to 9Feb 23, 2024 to Mar 26, 2024
- Discretionary RAUM · $2.1B to $3.5BFeb 23, 2024 to Mar 26, 2024
- Pooled vehicle RAUM · $1.5B to $2.6BFeb 23, 2024 to Mar 26, 2024
- RAUM · $2.1B to $3.5BFeb 23, 2024 to Mar 26, 2024
- Private funds · 11 to 13Jun 1, 2023 to Feb 23, 2024
- Accounts · 16 to 21Nov 22, 2022 to Mar 30, 2023
- Advisory employees · 3 to 4Nov 22, 2022 to Mar 30, 2023
- Charity clients · 1 to 3Nov 22, 2022 to Mar 30, 2023
- Pooled vehicle clients · 10 to 12Nov 22, 2022 to Mar 30, 2023
- Employees · 7 to 8Nov 22, 2022 to Mar 30, 2023
- Private funds · 9 to 11Nov 22, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.4B to $2.1BNov 22, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.0B to $1.5BNov 22, 2022 to Mar 30, 2023
- RAUM · $1.4B to $2.1BNov 22, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.3B to $1.4BMar 31, 2022 to Apr 18, 2022
- Pooled vehicle RAUM · $899M to $1.0BMar 31, 2022 to Apr 18, 2022
- RAUM · $1.3B to $1.4BMar 31, 2022 to Apr 18, 2022
- Accounts · 10 to 16Nov 18, 2021 to Mar 31, 2022
- Pooled vehicle clients · 6 to 10Nov 18, 2021 to Mar 31, 2022
- Private funds · 7 to 9Nov 18, 2021 to Mar 31, 2022
- Discretionary RAUM · $239M to $1.3BNov 18, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $113M to $899MNov 18, 2021 to Mar 31, 2022
- RAUM · $239M to $1.3BNov 18, 2021 to Mar 31, 2022
- Accounts · 23 to 10Jan 7, 2021 to Mar 29, 2021
Signals
7 dated events
- M•••• G••••• P•••••••• L•• reported RAUM $4.7B, up 35% from $3.5B (2024-12-16 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- M•••• G••••• P•••••••• L•• reported RAUM $3.5B, up 67% from $2.1B (2024-02-23 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- M•••• G••••• P•••••••• L•• reported RAUM $2.1B, up 47% from $1.4B (2022-11-22 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- M•••• G••••• P•••••••• L•• reported RAUM $1.3B, up 439% from $239.1M (2021-11-18 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- M•••• G••••• P•••••••• L•• reported RAUM $239.1M, down 52% from $499.1M (2021-01-07 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- M•••• G••••• P•••••••• L•• reported RAUM $546.2M, up 221% from $170.0M (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- M•••• G••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Apr 6, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M•••• G••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/metis-global-partnersreportedpublic record, Form ADV, Sep 21, 2026
- Website
- M••••GP.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 858-436-3030reportedpublic record, Form ADV, May 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026