Investment adviser · CRD 167276

METIS GLOBAL PARTNERS, LLC

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed May 13, 2026

Regulatory AUM: $5.67B
Client accounts: 23
Employees: 11
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	12	$4,388,629,020	77.4%
Charities	Fewer than 5	$1,207,599,477	21.3%
Government entities	Fewer than 5	$72,634,858	1.3%

Filing source

Form ADV 2105479 · May 13, 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

13 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

METIS EQUITY TRUST- METIS REAL ASSET INDEX PORTFOLIOOther Private Fund · Last reported May 13, 2026$1.51BGross asset value

Form D fundraising filings

Metis Equity Trust- Metis Real Asset Index Portfolio

Fund administrator NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER LOS ANGELES, California, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER
PCAOB 410

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-2749359528
Reported beneficial owners: 37
Minimum commitment: $1M
Form D file number: 021-479486

Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

METIS EQUITY TRUST- METIS GLOBAL EQUITY INDEX PORTFOLIOOther Private Fund · Last reported May 13, 2026$524MGross asset value

Form D fundraising filings

Metis Equity Trust- Metis Global Equity Index Portfolio

Fund administrator NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER LOS ANGELES, California, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER
PCAOB 410

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-1864424601
Reported beneficial owners: 14
Minimum commitment: $1M
Form D file number: 021-416443

Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

METIS EQUITY TRUST- METIS US EQUITY INDEX PORTFOLIOOther Private Fund · Last reported May 13, 2026$496MGross asset value

Form D fundraising filings

Metis Equity Trust- Metis US Equity Index Portfolio

Fund administrator NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER LOS ANGELES, California, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER
PCAOB 410

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-3149617027
Reported beneficial owners: 26
Minimum commitment: $1M
Form D file number: 021-388749

Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

METIS EQUITY TRUST- METIS US CLIMATE ALIGNED INDEX PORTFOLIOOther Private Fund · Last reported May 13, 2026$407MGross asset value

Form D fundraising filings

Metis Equity Trust- Metis US Climate Aligned Index Portfolio

Fund administrator NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER LOS ANGELES, California, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER
PCAOB 410

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-8348166676
Reported beneficial owners: 32
Minimum commitment: $1M
Form D file number: 021-450537

Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

METIS EQUITY TRUST- METIS EMERGING MARKETS EQUITY PORTFOLIOOther Private Fund · Last reported May 13, 2026$275MGross asset value

Form D fundraising filings

Metis Equity Trust- Metis Emerging Markets Equity Portfolio

Fund administrator NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER LOS ANGELES, California, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER
PCAOB 410

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-6241933579
Reported beneficial owners: 5
Minimum commitment: $1M
Form D file number: 021-491318

Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

METIS EQUITY TRUST- METIS INTERNATIONAL CLIMATE ALIGNED INDEX PORTFOLIOOther Private Fund · Last reported May 13, 2026$194MGross asset value

Form D fundraising filings

Metis Equity Trust- Metis International Climate Aligned Index Portfolio

Fund administrator NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER LOS ANGELES, California, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER
PCAOB 410

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-4820108869
Reported beneficial owners: 21
Minimum commitment: $1M
Form D file number: 021-461133

Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

METIS EQUITY TRUST- METIS INTERNATIONAL EQUITY INDEX PORTFOLIOOther Private Fund · Last reported May 13, 2026$178MGross asset value

Form D fundraising filings

Metis Equity Trust- Metis International Equity Index Portfolio

Fund administrator NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor WEAVER LOS ANGELES, California, United States

Custodian NORTHERN TRUST CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER
PCAOB 410

NORTHERN TRUST CORPORATION
LEI 549300GLF98S992BC502

Fund details & source

Fund ID: 805-7941449169
Reported beneficial owners: 11
Minimum commitment: $1M
Form D file number: 021-423563

Form ADV 2105479 · May 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 13, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

501 W. BROADWAY, SUITE 2080
SAN DIEGO, CA, 92101, United States

CRD 167276

Filing source

Form ADV 2105479 · May 13, 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.