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METIS GLOBAL PARTNERS, LLC
CRD 167276 · SEC 801-91173
501 W. BROADWAY, SUITE 2080, SAN DIEGO, CA, 92101, United States
Phone
858-436-3030
Fax
858-436-3040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.67B
Discretionary AUM
$5.67B
Team
11 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $4.39B |
| Charitable organizations | 4 | $1.21B |
| State/municipal entities | 2 | $72.6M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD