Investment adviser · CRD 319494
GOI
Investment adviser filing (IA)
GLOBAL OPPORTUNE INVESTMENTS LLC
MIAMI, FL, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $111M Form ADV · Item 5.F
- Client accounts
- 140 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 39 | $103,474,228 | 92.9% |
| Individuals | 19 | $4,708,508 | 4.2% |
| Charities | Fewer than 5 | $3,158,768 | 2.8% |
| Investment companies | 1 | $7,270 | 0.0% |
Filing source
Form ADV 2130786 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
801 BRICKELL AVENUE, 8TH FLOORMIAMI, FL, 33131, United States
CRD 319494
Filing source
Form ADV 2130786 · Sep 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.