GLOBEFLEX CAPITAL LP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2104 of mapped providers
Assets under administration$21.1B0.0%Market share · rank #653
Fees received$3MMedian $283,124/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical GLOBEFLEX CAPITAL LP plan look like?
Service mix · median fees per plan
Count of plans where GLOBEFLEX CAPITAL LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by planCode 28 | 4 | $254,307 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 1 | $1,366,546 |
Competitor overlap
Percent of GLOBEFLEX CAPITAL LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under GLOBEFLEX CAPITAL LP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under GLOBEFLEX CAPITAL LP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 10y | 1 |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $1M | 10y | - |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | $928M | 5,626 | $225,490 | 10y | - |
BOARD OF TRUSTEES, SAN DIEGO COUNTY CONSTRUCTIONCA · 956090541-001 | $461M | 6,538 | $283,124 | 9y | - |
TNC US HOLDINGS, INC.NY · 222145575-001 | $265M | 6,198 | $215,608 | 9y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into GLOBEFLEX CAPITAL LP.
- GLOBEFLEX
- GLOBEFLEX CAPITAL
- GLOBEFLEX CAPITAL , LP
- GLOBEFLEX CAPITAL L.P.
- GLOBEFLEX CAPITAL LP
- GLOBEFLEX CAPITAL, L.P.
- GLOBEFLEX CAPITAL, LP
- GLOBEFLEX, LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for GLOBEFLEX CAPITAL LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 20.00% | 0.00% | +20.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GLOBEFLEX CAPITAL LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent