Globeflex Capital Lp
- Regulatory AUM
- $4.6B
- Discretionary
- $4.4B
- Clients
- 23
- Avg AUM / client
- $200M
- Accounts
- 31
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 387 positions, $660,816,533)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Intercorp Financial Services Inc | COM | $21,563,159 | 429,545 | 3.26% | 0.47% |
| 2 | Phibro Animal Health Cl A Ord | COM | $11,617,257 | 210,039 | 1.76% | 0.25% |
| 3 | Blue Bird Corp | COM | $11,233,232 | 197,803 | 1.7% | 0.24% |
| 4 | Exelixis Inc | COM | $11,181,680 | 260,706 | 1.69% | 0.24% |
| 5 | Catalyst Pharmaceuticals Inc | COM | $11,156,361 | 450,580 | 1.69% | 0.24% |
| 6 | Cirrus Logic Inc | COM | $10,394,852 | 71,877 | 1.57% | 0.23% |
| 7 | Ypf Sociedad Anonima | COM | $10,239,764 | 221,544 | 1.55% | 0.22% |
| 8 | Allegheny Technologies Inc | COM | $10,060,159 | 69,161 | 1.52% | 0.22% |
| 9 | Copa Holdings Sa | COM | $9,916,222 | 87,283 | 1.5% | 0.22% |
| 10 | Enersys | COM | $9,851,661 | 56,710 | 1.49% | 0.21% |
| 11 | Marex Group Plc | COM | $9,456,533 | 212,125 | 1.43% | 0.21% |
| 12 | Credicorp Ltd | COM | $9,174,480 | 27,049 | 1.39% | 0.2% |
| 13 | Esco Technologies Inc | COM | $9,082,905 | 32,281 | 1.37% | 0.2% |
| 14 | Mks Inc | COM | $8,032,779 | 34,954 | 1.22% | 0.17% |
| 15 | Costamare Ord | COM | $8,016,937 | 474,374 | 1.21% | 0.17% |
| 16 | Universal Hlth Svcs Inc | COM | $7,970,966 | 44,538 | 1.21% | 0.17% |
| 17 | Host Hotels & Resorts Inc | COM | $7,822,070 | 408,250 | 1.18% | 0.17% |
| 18 | Bank Nt Butterfield And Son Ord | COM | $7,240,613 | 137,969 | 1.1% | 0.16% |
| 19 | Nextpower Inc Cl A | COM | $6,931,022 | 57,495 | 1.05% | 0.15% |
| 20 | Alcoa Ord | COM | $6,902,167 | 104,058 | 1.04% | 0.15% |
| 21 | Tenet Healthcare Corp | COM | $6,837,907 | 36,235 | 1.03% | 0.15% |
| 22 | Comfort Sys Usa Inc | COM | $6,809,453 | 4,938 | 1.03% | 0.15% |
| 23 | Encore Cap Group Inc | COM | $6,736,569 | 96,072 | 1.02% | 0.15% |
| 24 | Arcos Dorados Holdings Cl A Ord | COM | $6,728,774 | 815,609 | 1.02% | 0.15% |
| 25 | Xp Inc | COM | $6,536,813 | 343,320 | 0.99% | 0.14% |
Top 25 of 387 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.5B | 32.0% |
| Pension and profit sharing plans | 5 | $848M | 18.5% |
| Charitable organizations | 1 | $15.9M | 0.35% |
| State or municipal government entities | 5 | $1.8B | 39.1% |
| Other investment advisers | 1 | $264M | 5.74% |
| Corporations and other businesses | 2 | $198M | 4.32% |
| Other | 1 | $1.1M | 0.02% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $403M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Globeflex International All Cap Commingled Trust | Other Private Fund | Delaware | $153M | 5 |
| Globeflex Frontier All Cap, L.P. | Other Private Fund | Delaware | $134M | 5 |
| Globeflex Emerging Markets Small Cap, L.P. | Other Private Fund | California | $116M | 9 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| San Diego County Construction Laborers' Pension Trust Fund Board Of Trustees, San Diego County Construction | 2024 | |
| National Elevator Industry Pension Plan National Elevator Industry Pension Plan Plan Board Of Trustees | 2024 | |
| The Nielsen Company Retirement Plan Tnc Us Holdings, Inc. | 2024 | |
| Meba Pension Trust Defined Benefit Plan Board Of Trustees, Meba Pension Trust Defined Benefit Plan | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marrelli, Anellina, Teresa | Limited Partner | Jan 1994 (33y) | Less than 5% | |
| Marrelli, Marina, Loretta | Ceo, Co Trustee Of The Ansmar Family Trust | Jan 1994 (33y) | ≈ 5% – 18.75% via Ansmar Capital, Inc. | |
| Robert James Anslow | Cio, Co Trustee Of The Ansmar Family Trust | Jan 1994 (33y) | ≈ 2.5% – 12.5% via Ansmar Capital, Inc. | |
| Levi, Eileen, Delasandro | Limited Partner | Mar 1994 (32y) | Less than 5% | |
| Melosi, Holly, Magill | Limited Partner | Oct 1996 (30y) | 5% – 10% | |
| Pendrell, Pamela, Farrell | Chief Compliance Officer | Jul 2013 (13y) | Less than 5% | |
| Eve, Jennifer, Ashley | Chief Financial Officer | Oct 2018 (8y) | Less than 5% | |
| Peterson, James, David | Deputy Cio | Jan 2020 (7y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ansmar Capital, Inc. | General Partner | Jan 1994 | A | 10% – 25% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Marrelli, Marina, Loretta: 50% – 75% of Ansmar Capital, Inc. × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Robert James Anslow: 25% – 50% of Ansmar Capital, Inc. × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $403M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Globeflex International All Cap Commingled Trust | Other Private Fund | $153M | $10.0M | 5 |
| Globeflex Frontier All Cap, L.P. | Other Private Fund | $134M | $5.0M | 5 |
| Globeflex Emerging Markets Small Cap, L.P. | Other Private Fund | $116M | $500K | 9 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| San Diego County Construction Laborers' Pension Trust Fund | Board Of Trustees, San Diego County Construction | 3,299 | $516M | 09/01/2024 |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board Of Trustees | 28,678 | $12.2B | 07/01/2024 |
| The Nielsen Company Retirement Plan | Tnc Us Holdings, Inc. | 579 | $265M | 01/01/2024 |
| Meba Pension Trust Defined Benefit Plan | Board Of Trustees, Meba Pension Trust Defined Benefit Plan | 2,436 | $928M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • RESEARCH REIMBURSEMENT FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $1.9B (41% of AUM) Mar 2026
- BNY Mellon $471M (10% of AUM) Mar 2026
- State Street $452M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗