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Globursa S.R.L. (Santa Cruz)


Globursa S.R.L. is an adviser based in Santa Cruz. It manages $51.2 thousand of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2003.

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Globursa S.R.L provides portfolio management for individuals and small businesses and 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.

Globursa S.R.L: assets under management

The assets under management (AUM) of Globursa S.R.L. is $51.2 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $51.2 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.24 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Globursa S.R.L. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Cruz

The principal office where Globursa S.R.L. performs its advisory services is located at Avenida Busch #520, Santa Cruz, , 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 5913-337-8100 or by fax 5913-337-8100. The normal business hours are 9 to 6 pm on Monday - Friday. You can find more information about the New York firm at www.globursa.com.


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