Koch Global Capital, LLC (Scottsdale)

Koch Global Capital, LLC is a large advisory firm based in Scottsdale. It manages $1.5 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Arizona.

Koch Global Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Koch Global Capital: assets under management

The assets under management (AUM) of Koch Global Capital, LLC is $1.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Koch Global Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Koch Global Capital, LLC

Theodore Seton Douglas has been acting as President since 1 Jan 2006. Marc Marshall joined the executive team most recently as the Secretary/Corporate Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Koch Holdings Enterprises	Member	1 Dec 2005	75% - 100%	03-0395245
Charlotte Kay Steddum	Treasurer	1 Jan 2006	Other	5107070
Jeffrey Todd Currier	Elected manager	1 Jan 2006	Other	4993121
Randall Alan Bushman	Elected manager	1 Jan 2006	Other	4993118
Theodore Seton Douglas	Elected manager/president	1 Jan 2006	Other	3257795
James Donald Coder	Vice president	1 Jan 2006	Other	2250455
Scott E Huckins	Elected manager	1 Mar 2006	Other	5189569
Jennifer Michele Parker	Chief compliance officer	1 May 2006	Other	5107038
Robert Henry George	Secretary/senior counsel	1 May 2006	Other	5184812
Marc Marshall	Secretary/corporate counsel	1 Feb 2008	Other	5500317

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Charles Deganahl Koch	Member	1 Dec 1974	25% - 50%	2587312
David Hamilton Koch	Member	1 Dec 1974	25% - 50%	2587316
Llc Koch Holdings	Member	1 Feb 2002	75% - 100%	03-0409351
Inc. Koch Industries	Elected manager	1 Feb 2002	Other	48-0484227

Based in Scottsdale

The principal office where Koch Global Capital, LLC performs its advisory services is located at 17550 North Perimeter Drive, Scottsdale, AZ 85255, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-419-3600 or by fax 480-513-7520. The normal business hours are 8 am -5 pm on Monday - Friday.