Global Beta Advisors

Founded in 2016 and headquartered in West Chester, Pennsylvania, Global Beta Advisors operates as a registered investment adviser. The leadership group...

Global Beta Advisors

Founded in 2016 and headquartered in West Chester, Pennsylvania, Global Beta Advisors operates as a registered investment adviser. The leadership group includes a Founder & Chairman, a Co-Founder & Chief Product Officer, and a Co-Founder, President & Chief Investment Officer, though the firm does not publicly name these individuals. Global Beta Advisors provides discretionary asset management, spanning portfolio management, financial planning, and pension consulting. The firm's Artha platform underpins its offering, enabling direct electronic trading with major custodians to deliver personalized portfolio optimization at scale. The firm advises institutions, corporations, and high-net-worth individuals, though it does not disclose specific portfolio holdings or investment strategies. The firm maintains its sole office in West Chester, Pennsylvania. No data on total assets under management, deployment figures, or professional headcount is publicly available. Global Beta Advisors does not publicize any affiliated vehicles, philanthropic foundations, or co-investment clubs. Global Beta Advisors' structural distinction lies in its proprietary Artha technology stack, which integrates portfolio management, optimization, and direct custodial trading into a single platform. This operational setup allows the firm to serve a broad client base — from institutions to individuals — without relying on third-party portfolio management systems.

Website

helloartha.com

linkedin.com/company/global-beta-advisors

General information

Firm type

Bank / Wealth / Trust

Year founded

2016

AUM

Undisclosed

Location

Region

North America

Country

United States

City

West Chester

Corporate office

West Chester, PA, United States

Who runs investment decisions at Global Beta Advisors?

The firm lists a Co-Founder, President & Chief Investment Officer as a key principal, though this individual is not named on the company's website. The CIO's responsibilities likely span asset allocation, manager selection, and portfolio oversight. No biographical details or investment committee structure are publicly disclosed.

How does Global Beta Advisors source and manage portfolios?

The firm relies on its proprietary Artha portfolio management platform. Artha provides personalized optimization and direct electronic trading links with major custodians, allowing the investment team to execute and rebalance client portfolios at scale. The firm does not disclose its specific sourcing channels for individual securities or strategies.

What client types does Global Beta Advisors serve?

Global Beta Advisors advises institutions, corporations, and high-net-worth individuals. The firm's website does not specify minimum account sizes or break out its client base by segment. Its registered investment adviser status subjects it to fiduciary standards for all client relationships.

Does Global Beta Advisors offer financial planning or pension consulting?

Yes. In addition to discretionary portfolio management, the firm lists financial planning and pension consulting as core service lines. No further detail on the scope of these services — such as retirement plan design, actuarial support, or comprehensive wealth planning — is available from public disclosures.

Is Global Beta Advisors' Artha platform available to external advisors?

The firm describes Artha as its internal portfolio management engine, not as a licensed product for third-party RIAs or institutions. All public references to the technology focus on its role in delivering the firm's own advisory services.

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