GLOBAL RETIREMENT PARTNERS, LLC

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Global Retirement Partners is based out of San Rafael. Global Retirement Partners is a large advisory firm with 11565 clients and discretionary assets under management (AUM) of $8,265,979,753 (Form ADV from 2020-04-14). Their last reported 13F filing for Q2 2020 included $626,806,000 in managed 13F securities and a top 10 holdings concentration of 26.01%. Global Retirement Partners's largest holding is Arthur J. Gallagher & Co Inc with shares held of 552,093. Whalewisdom has at least 15 13F filings

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06/30/2020

13F Activity

  • Market Value $626.806 Million
  • Prior Market Value $528.656 Million
  • New Purchases144 stocks
  • Additional Purchases601 stocks
  • Sold out of154 stocks
  • Reduced holdings in421 stocks
  • Top 10 Holdings % 26.01 %
  • Turnover % [1]:18.06%
  • Turnover Alt % [2]: 10.44 %
  • Time Held Top20:8.05 quarters
  • Time Held Top10:6.20 quarters
  • Time Held All:8.94 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.51%
Performance Last 4 Quarters: 1.6%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GLOBAL RETIREMENT PARTNERS LLC
4340 REDWOOD HIGHWAY SUITE B-60
SAN RAFAEL CA    94903
Country: United States

Business Phone: 415-526-2753
Fax: 415-492-1229
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Pension consultant
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 312
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 11565
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2019-12-17
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES CCO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
WHITE, GEOFFREY, ROBERT CEO 09/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01
FRIERSON, RUSSELL, ALAN COO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2018-09-01
Reich, David, Andrew PRESIDENT 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. PRESIDENT direct 2017-09-01
HUB INTERNATIONAL LIMITED MANAGING MEMBER 09/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. SOLE SHAREHOLDER direct 2017-09-01
Sokolic, Adam VICE PRESIDENT 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC VICE PRESIDENT direct 2019-09-01
HOCKEY INTERMEDIATE INC. SHAREHOLDER HUB INTERNATIONAL LIMITED 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. SHAREHOLDER indirect 2013-10-01
HUB HOLDINGS LLC SHAREHOLDER HOCKEY INTERMEDIATE INC. 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. SHAREHOLDER indirect 2013-10-01
HOCKEY PARENT INC. MEMBER HUB HOLDINGS LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MEMBER indirect 2013-10-01
HOCKEY PARENT HOLDINGS L.P. SHAREHOLDER HOCKEY PARENT INC. 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. SHAREHOLDER indirect 2013-10-01
HOCKEY INVESTMENTS L.P. LIMITED PARTNER HOCKEY PARENT HOLDINGS L.P. 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MANAGING MEMBER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. LIMITED PARTNER indirect 2013-10-01
HOCKEY PARENT HOLDINGS GP, LLC GENERAL PARTNER HOCKEY PARENT HOLDINGS L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HELLMAN & FRIEDMAN CAPITAL PARTNERS VII, L.P. LIMITED PARTNER HOCKEY INVESTMENTS L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MANAGING MEMBER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. LIMITED PARTNER indirect 2013-10-01
HOCKEY INVESTMENTS GP, LLC GENERAL PARTNER HOCKEY INVESTMENTS L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HELLMAN & FRIEDMAN CAPITAL PARTNERS VII, L.P. MANAGING MEMBER HOCKEY INVESTMENTS GP, LLC 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MANAGING MEMBER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. LIMITED PARTNER indirect 2013-10-01
HELLMAN & FRIEDMAN CAPITAL PARTNERS VII (PARALLEL), L.P. MEMBER HOCKEY INVESTMENTS GP, LLC 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MEMBER indirect 2013-10-01
HELLMAN & FRIEDMAN INVESTORS VII, L.P. GENERAL PARTNER HELLMAN & FRIEDMAN CAPITAL PARTNERS VII, L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
EDELMAN FINANCIAL SERVICES LLC GENERAL PARTNER indirect 2015-10-01
EDELMAN FINANCIAL SERVICES, LLC GENERAL PARTNER indirect 2015-10-01
EDELMAN FINANCIAL SERVICES, LLC GENERAL PARTNER indirect 2015-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HELLMAN & FRIEDMAN INVESTORS VII, L.P. GENERAL PARTNER HELLMAN & FRIEDMAN CAPITAL PARTNERS VII (PARALLEL), L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
EDELMAN FINANCIAL SERVICES LLC GENERAL PARTNER indirect 2015-10-01
EDELMAN FINANCIAL SERVICES, LLC GENERAL PARTNER indirect 2015-10-01
EDELMAN FINANCIAL SERVICES, LLC GENERAL PARTNER indirect 2015-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
H&F CORPORATE INVESTORS VII, LTD. GENERAL PARTNER HELLMAN & FRIEDMAN INVESTORS VII, L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
EDELMAN FINANCIAL SERVICES LLC GENERAL PARTNER indirect 2015-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HOCKEY INVESTMENTS L.P. MANAGING MEMBER HOCKEY PARENT HOLDINGS GP, LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MANAGING MEMBER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. LIMITED PARTNER indirect 2013-10-01

GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2019-09-15
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES CCO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
WHITE, GEOFFREY, ROBERT CEO 09/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01
FRIERSON, RUSSELL, ALAN COO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2018-09-01
Reich, David, Andrew PRESIDENT 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. PRESIDENT direct 2017-09-01
HUB INTERNATIONAL LIMITED MANAGING MEMBER 09/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. SOLE SHAREHOLDER direct 2017-09-01
Sokolic, Adam VICE PRESIDENT 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC VICE PRESIDENT direct 2019-09-01
HOCKEY INTERMEDIATE INC. SHAREHOLDER HUB INTERNATIONAL LIMITED 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. SHAREHOLDER indirect 2013-10-01
HUB HOLDINGS LLC SHAREHOLDER HOCKEY INTERMEDIATE INC. 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. SHAREHOLDER indirect 2013-10-01
HOCKEY PARENT INC. MEMBER HUB HOLDINGS LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MEMBER indirect 2013-10-01
HOCKEY PARENT HOLDINGS L.P. SHAREHOLDER HOCKEY PARENT INC. 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. SHAREHOLDER indirect 2013-10-01
HOCKEY INVESTMENTS L.P. LIMITED PARTNER HOCKEY PARENT HOLDINGS L.P. 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MANAGING MEMBER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. LIMITED PARTNER indirect 2013-10-01
HOCKEY PARENT HOLDINGS GP, LLC GENERAL PARTNER HOCKEY PARENT HOLDINGS L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HELLMAN & FRIEDMAN CAPITAL PARTNERS VII, L.P. LIMITED PARTNER HOCKEY INVESTMENTS L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MANAGING MEMBER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. LIMITED PARTNER indirect 2013-10-01
HOCKEY INVESTMENTS GP, LLC GENERAL PARTNER HOCKEY INVESTMENTS L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HELLMAN & FRIEDMAN CAPITAL PARTNERS VII, L.P. MANAGING MEMBER HOCKEY INVESTMENTS GP, LLC 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MANAGING MEMBER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. LIMITED PARTNER indirect 2013-10-01
HELLMAN & FRIEDMAN CAPITAL PARTNERS VII (PARALLEL), L.P. MEMBER HOCKEY INVESTMENTS GP, LLC 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MEMBER indirect 2013-10-01
HELLMAN & FRIEDMAN INVESTORS VII, L.P. GENERAL PARTNER HELLMAN & FRIEDMAN CAPITAL PARTNERS VII, L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
EDELMAN FINANCIAL SERVICES LLC GENERAL PARTNER indirect 2015-10-01
EDELMAN FINANCIAL SERVICES, LLC GENERAL PARTNER indirect 2015-10-01
EDELMAN FINANCIAL SERVICES, LLC GENERAL PARTNER indirect 2015-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HELLMAN & FRIEDMAN INVESTORS VII, L.P. GENERAL PARTNER HELLMAN & FRIEDMAN CAPITAL PARTNERS VII (PARALLEL), L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
EDELMAN FINANCIAL SERVICES LLC GENERAL PARTNER indirect 2015-10-01
EDELMAN FINANCIAL SERVICES, LLC GENERAL PARTNER indirect 2015-10-01
EDELMAN FINANCIAL SERVICES, LLC GENERAL PARTNER indirect 2015-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
H&F CORPORATE INVESTORS VII, LTD. GENERAL PARTNER HELLMAN & FRIEDMAN INVESTORS VII, L.P. 10/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
EDELMAN FINANCIAL SERVICES LLC GENERAL PARTNER indirect 2015-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. GENERAL PARTNER indirect 2013-10-01
HOCKEY INVESTMENTS L.P. MANAGING MEMBER HOCKEY PARENT HOLDINGS GP, LLC 10/01/2013 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. MANAGING MEMBER indirect 2013-10-01
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. LIMITED PARTNER indirect 2013-10-01

GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2019-06-27
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES PRESIDENT, CCO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
KALIVAS, EVANGELIA MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
THIBAULT, BLAKE, ALEXANDER MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
CLARK, JOHN, MCKENZIE MANAGING MEMBER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
DENOYIOR, JOSEPH, FREDRICK MANAGING MEMBER 03/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
KULCHAR, DAVID, MICHAEL MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
DELANEY, BARBARA, JEAN MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
LARSEN, CHAD, JAMES MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
WHITE, GEOFFREY, ROBERT CEO 09/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01
FRIERSON, RUSSELL, ALAN COO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2018-09-01
HAMBLEN, JEFFREY, DANIEL MANAGING MEMBER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2019-03-01
OWEN, JENNIFER, MARIE MANAGING MEMBER 03/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2019-03-01

GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES PRESIDENT, CCO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
KALIVAS, EVANGELIA MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
THIBAULT, BLAKE, ALEXANDER MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
CLARK, JOHN, MCKENZIE MANAGING MEMBER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
KULCHAR, DAVID, MICHAEL MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
DELANEY, BARBARA, JEAN MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
LARSEN, CHAD, JAMES MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
DENOYIOR, JOSEPH, FREDRICK MANAGING MEMBER 03/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
WHITE, GEOFFREY, ROBERT CEO 09/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01
FRIERSON, RUSSELL, ALAN COO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2018-09-01
HAMBLEN, JEFFREY, DANIEL MANAGING MEMBER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2019-03-01
OWEN, JENNIFER, MARIE MANAGING MEMBER 03/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2019-03-01

GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2018-12-10
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES PRESIDENT, CCO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
KALIVAS, EVANGELIA MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
THIBAULT, BLAKE, ALEXANDER MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
CLARK, JOHN, MCKENZIE MANAGING MEMBER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
KULCHAR, DAVID, MICHAEL MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
DELANEY, BARBARA, JEAN MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
LARSEN, CHAD, JAMES MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
DENOYIOR, JOSEPH, FREDRICK MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
ZAMBITO, SALVATORE, STEPHEN CHIEF ADMINISTRATIVE OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2015-11-01
WHITE, GEOFFREY, ROBERT CEO 09/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01
FRIERSON, RUSSELL, ALAN COO 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2018-09-01

GLOBAL RETIREMENT PARTNERS LLC

ownership team - last updated 2018-06-20
Name Title Start Date Direct/Indirect % Ownership
GOULD, COSMO, CHARLES CEO, CCO 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JHW FINANCIAL SERVICES INC. CCO direct 2012-10-01
GLOBAL RETIREMENT PARTNERS LLC CCO, PRESIDENT direct 2014-09-01
GLOBAL RETIREMENT PARTNERS LLC CCO direct 2014-09-01
KALIVAS, EVANGELIA MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
THIBAULT, BLAKE, ALEXANDER MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
CLARK, JOHN, MCKENZIE MANAGING MEMBER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
KULCHAR, DAVID, MICHAEL MANAGING MEMBER 07/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
DELANEY, BARBARA, JEAN MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
LARSEN, CHAD, JAMES MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
DENOYIOR, JOSEPH, FREDRICK MANAGING MEMBER 07/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC OWNER direct 2015-07-01
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2015-07-01
ZAMBITO, SALVATORE, STEPHEN PRESIDENT, COO 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC COO direct 2015-11-01
WHITE, GEOFFREY, ROBERT MANAGING MEMBER 12/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GLOBAL RETIREMENT PARTNERS LLC MANAGING MEMBER direct 2017-12-01

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