Global Retirement Partners LLC

Global Retirement Partners LLC, a California-based limited liability company, employs 241 professionals, primarily in advisory roles, and serves 4065 clients. The firm has an approved SEC registration since July 14, 2014.

• 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

• 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

• O'Donnell Financial Services LLC
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• RPA Financial LLC
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• EQIS Capital Management Inc
• Taddei Ludwig & Associates Inc
• Marin Wealth Advisors LLC
• Jocelyn Investment Management LLC
• Polaris Greystone Advisory Group LLC
• LYLE Allan GLEN

• Global Retirement Partners, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Global Retirement Partners, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Global Retirement Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• The Evolution of 13F Holdings: Q3 2022 vs. Q4 2022

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