AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A GLOBACAP PRIVATE MARKETS INC. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at GLOBACAP PRIVATE MARKETS INC.

CRD#: 328777
BD

Looking for a Financial Advisor at GLOBACAP PRIVATE MARKETS INC.?

We have compiled every financial advisor who works at GLOBACAP PRIVATE MARKETS INC. in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for GLOBACAP PRIVATE MARKETS INC. Comes From

Understanding the Statistics for GLOBACAP PRIVATE MARKETS INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
12 E 49th St. 11th Floor, New York, NY 10017
Mailing Address
12 E 49th St. 11th Floor, New York, NY 10017
Firm Size
Small
Phone Number
(646) 568-5284
Established
Delaware since 06/13/2023
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
GLOBACAP INC.OWNER
BEATON, DANIEL STEWARTFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4240769
GRIFFITH, ANN MARGARETCHIEF COMPLIANCE OFFICER2936554
PEDVIS, ANDREWCEO7173906

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at GLOBACAP PRIVATE MARKETS INC.

DB

Daniel Stewart Beaton

Daniel Stewart Beaton, Daniel Beaton
RR
CRD#: 4240769
Location:
Woburn, MA 01801
Company:
LOCKEBRIDGE PARTNERS, INC
Disclosures:
Experience:
25 years
View Profile
JL

Julia Loder

PR
CRD#: 7533216
Location:
New York, NY 10017
Company:
GLOBACAP PRIVATE MARKETS INC.
Disclosures:
Experience:
3 years
View Profile
AP

Andrew Pedvis

RR
CRD#: 7173906
Location:
New York, NY 10004
Company:
INTE SECURITIES LLC
Disclosures:
Experience:
6 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics