Global Macro Asset Management
- Company typePrivate
- Founded2014
- HeadquartersLas Vegas, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Global Macro Asset Management firmographics
Firmographics- Name
- Global Macro Asset Management
- Legal name
- Global Macro Asset Management LLC
- Website
- https://globalmacroasset.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Global Macro Asset Management industry classification
Industry- Product category
- Wealth Management / Direct Indexing Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Multi-Asset Absolute Return & Diversified Macro Funds (FSAAAJAH)
Keywords
Where Global Macro Asset Management is headquartered
LocationHeadquarters
- HQ city
- Las Vegas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Global Macro Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fees: As a fee-only Registered Investment Advisor, the company charges advisory fees for investment management and wealth advisory services. They receive no commissions and have no conflicts of interest. Fees are not publicly disclosed but are competitive within the direct indexing space (15-20 bps range mentioned as competitive for the industry).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only advisory services with no commissions or conflicts of interest |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Global Macro Asset Management product offering
Product offeringCore offering
Global Macro Asset Management is a fee-only Registered Investment Advisor offering direct indexing portfolio management through its proprietary Compact DI algorithm. The algorithm, developed jointly with Bloomberg, replicates major US and International indices with 22 or fewer equally weighted stocks diversified across 11 economic sectors, enabling daily tax-loss harvesting and social value/faith-based customization. The firm provides outsourced portfolio management to financial advisors and direct advisory services to high-net-worth individuals.
Product overview
Global Macro Asset Management is a fee-only Registered Investment Advisor offering direct indexing investment management services. The core product is "Compact DI" — a direct indexing solution powered by a proprietary algorithm developed jointly with Bloomberg. This algorithm replicates major US and International indices using 22 or fewer stocks per portfolio, providing diversification across 11 economic sectors. The offering is anchored by the GMAM/Bloomberg Compact Index Series, available via Bloomberg terminals, alongside optional tactical portfolios (including fixed income) and asset allocation services. The company also offers personalization options for social values, faith-based, and ESG-aligned portfolio construction.
Differentiator
Problem solved
Functional benefit
Brands
- Compact DI: Direct indexing solution using proprietary algorithm to replicate indices with 22 or fewer stocks, developed jointly with Bloomberg as the GMAM/Bloomberg Compact Index Series
- Compact Index
- Compact DITM
Products and services
- Compact DI (Direct Indexing)
Quantifiable outcome
- Portfolios limited to 22 stocks vs. 200+ in traditional direct indexing
- +2 more outcomes
Companies that use Global Macro Asset Management
Customer profileSegments2 records
Ideal customer profiles2 records
Global Macro Asset Management technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Global Macro Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- BloombergcoreStrategic partnership to jointly develop the GMAM/Bloomberg Compact Index Series. The indices were launched on May 1, 2024, and are available via Bloomberg tickers, providing access to over 350,000 Bloomberg terminals worldwide. The Compact Index Series underpins GMAM's Direct Investment strategies (Compact DI), allowing investors to invest directly in stocks without ETFs or mutual funds.
Scale indicators1 record
Recent moves4 records
Expansion highlights5 records
Global Macro Asset Management competitors and assessment
Company assessmentDirect peers
- Wealthfront: Automated investing platform that has integrated direct indexing and tax-loss harvesting as a core feature. Targets the same tax-aware, mass-affluent investor as GMAM and represents a technology-driven direct competitor.
- Empower Personal Dashboard (formerly Personal Capital): Hybrid digital wealth manager offering direct indexing and personalized investment management to HNW clients. Competes with GMAM for the same HNW segment that values tax-efficient direct indexing.
- Betterment: Digital wealth manager offering direct indexing and tax-loss harvesting within its portfolio offerings. Competes with GMAM for tax-efficient passive investors and is a relevant comparison for the technology-enabled end of the direct indexing market.
- Parametric Portfolio Associates: One of the original direct indexing providers, now owned by Morgan Stanley. Offers customized direct indexing SMAs to advisors and institutions, directly competing with GMAM's Compact DI in the outsourced portfolio management channel.
- Aperio Group (BlackRock): Pioneer in personalized direct indexing, acquired by BlackRock in 2021. Offers customized SMAs to advisors and institutions and is the most direct large-scale competitor to GMAM's Compact DI approach.
Broad incumbents
- Schwab Managed Portfolios: Charles Schwab's managed account and direct indexing platform serving millions of retail and advisor clients. A dominant incumbent whose scale, custody, and pricing power pose the principal competitive threat to boutique direct indexing firms.
- Fidelity Managed Account / Fidelity Wealth Services: Fidelity's direct indexing and separately managed account offerings, including Wealthscape for advisors. Competes directly with GMAM for advisor and HNW relationships, with vast scale and integrated custody.
- Vanguard Personal Advisor Services: Vanguard's hybrid robo-advisor service using direct indexing and ETF-based portfolios. Competes for the same HNW and mass-affluent clients as GMAM, with significant cost and brand advantages.
Others
- Envestnet PMC: Turnkey asset management platform used by RIAs, including direct indexing overlay capabilities. Functions as both an indirect competitor and a potential distribution channel for GMAM's Compact DI strategies.
Emerging players
- Orion Portfolio Solutions: Advisor-facing turnkey asset management platform offering UMA, SMA, and direct indexing solutions to RIAs. Comparable to GMAM's advisor distribution motion and a potential partner or competitor in outsourced portfolio management.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks1 record
Key highlights6 records
Customer concentration
Global Macro Asset Management social profiles
Digital presenceGlobal Macro Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Global Macro Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Global Macro Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Global Macro Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Global Macro Asset Management
What does Global Macro Asset Management do?
Global Macro Asset Management is a fee-only Registered Investment Advisor offering direct indexing portfolio management through its proprietary Compact DI algorithm. The algorithm, developed jointly with Bloomberg, replicates major US and International indices with 22 or fewer equally weighted stocks diversified across 11 economic sectors, enabling daily tax-loss harvesting and social value/faith-based customization. The firm provides outsourced portfolio management to financial advisors and direct advisory services to high-net-worth individuals.
Is Global Macro Asset Management a public or private company?
Global Macro Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Global Macro Asset Management founded?
Global Macro Asset Management was founded in 2014. It employs 1 to 10 people.
Where is Global Macro Asset Management based?
Global Macro Asset Management is headquartered in Las Vegas, United States, in the North America region.
How does Global Macro Asset Management make money?
One revenue line is on record: advisory Fees.
Who are Global Macro Asset Management's main competitors?
Direct peers on record are Wealthfront, Empower Personal Dashboard (formerly Personal Capital), Betterment, Parametric Portfolio Associates and Aperio Group (BlackRock). Broad incumbents are Schwab Managed Portfolios, Fidelity Managed Account / Fidelity Wealth Services and Vanguard Personal Advisor Services. Envestnet PMC is listed as an others. Orion Portfolio Solutions is listed as an emerging player.
Does Global Macro Asset Management have an API?
No public API is recorded for Global Macro Asset Management.
What industry is Global Macro Asset Management in?
Global Macro Asset Management's product category is Wealth Management / Direct Indexing Investment Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAJAH, Multi-Asset Absolute Return & Diversified Macro Funds. Its NAICS code is 523940 and its SIC code is 6282.