Global Trust

Global Trust

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515 North Flagler Drive Suite 1700

West Palm Beach, FL 33401-0347

561-472-0191

gbltrust.com/

No. advisers: 12

AUM: $257,923,289

Asset Breakdown

Staff
Employees 12
Clients
High-net-worth individuals 26-50%
Financial planning clients 1-10
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $242,448,340 627 $386,680
Non-discretionary 15474949 69 $224,275
Total $257,923,289 696 $370,579

Nicholas Schorsch's AR Global to merge two REITs

August 8, 2016 - In a widely expected move, two real estate investment trusts controlled by Nicholas Schorsch's AR Global said Monday they planned to merge. Global Net Lease Inc., a publicly listed REIT with $2.5 billion in assets, said it had agreed to acquire the stock...

Dividend cuts possible at AR Global REITs, analysts say

July 11, 2016 - Investors in a number of AR Global-sponsored real estate investment trusts face the potential danger of a cut in distributions, according to industry analysts and consultants. The culprit is a REIT cash flow metric known as MFFO — or modified funds...

Schorsch's AR Global looking to consolidate $10.5 billion of REITs

April 26, 2016 - Nicholas Schorsch's AR Global is attempting to consolidate more than a half dozen real estate investment trusts with almost $10.5 billion in assets, according to two sources with knowledge of the negotiations. Two REITs, American Finance Trust Inc. and...

Schorsch partner William Kahane resigns as director of two AR Capital REITs

November 25, 2015 - The shakeout of AR Capital's high-ranking personnel continues. William Kahane, one of the co-founders of Nicholas Schorsch's AR Capital, resigned as a director from two real estate investment trusts, American Realty Capital New York City REIT Inc. and...

AR Capital to stop creating new nontraded REITs, close existing programs to new investors

November 16, 2015 - In a major reversal, AR Capital, the powerhouse nontraded real estate investment trust sponsor built by Nicholas Schorsch, will stop creating and selling new alternative investment products. Instead, AR Capital will focus on managing the roughly $19 billion...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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