Global Retirement Partners LLC

Full Contact Details

Global Retirement Partners LLC

4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA

415-526-2751

415-492-1229

Other Info

Global Retirement Partners LLC is legally known as GLOBAL RETIREMENT PARTNERS LLC. It is a CA Limited Liability Company. This firm has 241 employees, of which 236 are employees in advisory roles. It serves 4065 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 14, 2014.

Investment Planning & Management in CA | GRP Financial

We provide financial planning and asset management services throughout California and surrounding states, ensuring every investment decision is an informed one.

Direct Owners

BARBARA JEAN DELANEY
MANAGING MEMBER owns more than 5% but less than 10%
BLAKE ALEXANDER THIBAULT
MANAGING MEMBER owns more than 5% but less than 10%
CHAD JAMES LARSEN
MANAGING MEMBER owns more than 10% but less than 25%
COSMO CHARLES GOULD
PRESIDENT, CCO owns less than 5%
DAVID MICHAEL KULCHAR
MANAGING MEMBER owns more than 5% but less than 10%
EVANGELIA KALIVAS
MANAGING MEMBER owns more than 5% but less than 10%
GEOFFREY ROBERT WHITE
CEO owns more than 10% but less than 25%
JEFFREY DANIEL HAMBLEN
MANAGING MEMBER owns less than 5%
JENNIFER MARIE OWEN
MANAGING MEMBER owns more than 5% but less than 10%
JOHN MCKENZIE CLARK
MANAGING MEMBER owns less than 5%
JOSEPH FREDRICK DENOYIOR
MANAGING MEMBER owns more than 25% but less than 50%
RUSSELL ALAN FRIERSON
COO owns less than 5%
ADAM SOKOLIC
VICE PRESIDENT owns less than 5%
DAVID ANDREW REICH
PRESIDENT owns less than 5%
HUB INTERNATIONAL LIMITED
MANAGING MEMBER owns 75% or more

Indirect Owners

H&F CORPORATE INVESTORS VII, LTD.
GENERAL PARTNER
HELLMAN & FRIEDMAN CAPITAL PARTNERS VII (PARALLEL), L.P.
MEMBER
HELLMAN & FRIEDMAN CAPITAL PARTNERS VII, L.P.
LIMITED PARTNER
HELLMAN & FRIEDMAN INVESTORS VII, L.P.
GENERAL PARTNER
HOCKEY INTERMEDIATE INC.
SHAREHOLDER owns 75% or more
HOCKEY INVESTMENTS GP, LLC
GENERAL PARTNER
HOCKEY INVESTMENTS L.P.
LIMITED PARTNER owns 75% or more
HOCKEY PARENT HOLDINGS GP, LLC
GENERAL PARTNER
HOCKEY PARENT HOLDINGS L.P.
SHAREHOLDER owns 75% or more
HOCKEY PARENT INC.
MEMBER owns 75% or more
HUB HOLDINGS LLC
SHAREHOLDER owns 75% or more

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Top Holdings

Period of report: Mar 31, 2019 | Effectiveness Date: May 7, 2019

All Holdings of the Global Retirement Partners LLC