GlobalMacro Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,327,927
Total clients
30
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$1,277,598
About
GlobalMacro Capital Management, LLC provides investment management and retirement planning services to individuals, institutions and businesses through discretionary separately managed accounts, non-discretionary model portfolios, and consulting for qualified and non-qualified retirement plans. The firm also offers ERISA §3(21) and §3(38) retirement plan advisory and pension consulting services to business plan sponsors.
The firm uses a global, multi-asset class investment framework that balances equities, fixed income and alternative investments across Core, Specialized and Opportunistic strategies, and it constructs customized multi-strategy accounts when appropriate. GlobalMacro combines macro‑economic, fundamental and quantitative analysis in its investment process and may implement strategies that include ETFs, mutual funds, derivatives, options, margin and private investments.
Notably, despite its modest scale (approximately $38.3 million in AUM and about 30 client relationships), GlobalMacro provides institutional portfolio management and pension consulting services that are uncommon among independent advisers of its type. It also operates alongside affiliated entities that provide institutional research and consulting, and it offers a range of alternative and private investment strategy exposure (including hedge, event‑driven, private equity and private credit) that is less typical for a small independent adviser.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.90% $2,500,000 - $5,000,000: 0.80% $5,000,000 - $7,500,000: 0.70% $7,500,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Account minimum: $100,000 Fee-only: Investment advisory fees based on tiered percentage of assets under management for Core and Specialized Strategies, ranging from 1.00% to 0.50% annually.
Main office location
GlobalMacro Capital Management, LLC
1755 S. Naperville Road, Suite #100
Wheaton IL 60189, United States
Number of offices
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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