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Global Equity LLC (Chicago)


Global Equity LLC is a large advisory firm based in Chicago. It manages $67.6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.

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Global Equity provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Equity: assets under management

The assets under management (AUM) of Global Equity LLC is $67.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Equity LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Tradelink Holdings Llc Member 1 Nov 1995 Other 06-1716174
Jay Martin Twery Member 1 Nov 1995 Other 4152269
Mary Blair Wellensiek Member 1 Nov 1995 Other 2366382
Steven Michael Abraham Member 1 Nov 1995 Other 2366379
Keith Douglas Bronstein Member 1 Nov 1995 Other 2366377
Walt Kingston Weissman Member 1 Nov 1995 Other 2366386
Steven Wesley Wolf Member 1 Nov 1995 Other 2366375

Based in Chicago

The principal office where Global Equity LLC performs its advisory services is located at 71 S. Wacker, Chicago, IL 60606, 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 312-264-2000 or by fax 312-264-2001. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.digilogcapital.com.


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