Loading...
Docoh

Fundamental Global Investors

Fundamental Global Investors is a fund manager in Mooresville with $127.81M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
455182330
SEC advisor number
801-76977
FINRA CRD number
164299
AUM ?
$127.81M (as of 31 Mar 21)
Accounts
15 (as of 31 Mar 21)
Employees
6 (6 investment advisory or research)
Address
Fundamental Global Investors
4201 CONGRESS STREET, SUITE 140
CHARLOTTE
NC 28209
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Phone
704-323-6851

Ownership

Owner Title From %Ownership
Moglia, Joseph, Hugh Member 06/2012 25-50%
Cerminara, Daniel, Kyle Manager and Member 06/2012 25-50%
Johnson, Lewis, Mckay Manager and Member 06/2012 25-50%
Sutton, Jeffrey, Lance Chief Operating Officer and Chief Compliance Officer 10/2015 < 5%

Ownership

Fund structure AUM Fund type
Fundamental Global Investors, LLC $127.81M
Cwa Fgi Special Opportunities Fund, LP $19.08M Other Private Fund
FG Special Situations Fund, LP $5M Hedge Fund
Fgi 1347 Holdings, LP $2.12M Hedge Fund
Fgi Global Asset Allocation Fund, LP $44.64M Hedge Fund
Fgi Global Asset Allocation Fund, LTD. $5.84M Hedge Fund
Fgi Global Asset Allocation Offshore Fund, LTD. $2.14M Hedge Fund
Fgi Metrolina Property Income Fund, LP $9.1M Real Estate Fund
Fundamental Activist Fund I, LP $11.88M Hedge Fund
Fundamental Global Capital Appreciation Fund, LP $7.71M Hedge Fund
Fundamental Global Holdings, LP $5.1M Hedge Fund
Fundamental Global Partners Offshore Fund, LTD. $1.68M Hedge Fund
Fundamental Global Partners QP, LP $2.65M Hedge Fund
Fundamental Global Partners, LP $10.11M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees

Calendar

25 Jun 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings