GLOBAL RETIREMENT PARTNERS LLC

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UUID42a0deba-8496-5739-9921-8fe4978ff03f

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	172011	172011	—	1.0
sec_file_number	801-80074	801-80074	—	—

Profile

Websitehttps://twitter.com/grpfinancial

HQ CitySAN RAFAEL

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)143,416,430,435.0
RAUM (discretionary)38,525,514,940.0
Actionable assets140,710,303,083.0
Accounts30,235.0

Institutional Clients

Government AUM—
Pension AUM135,034,602,080.0
Charitable AUM105,072,696.0
HNW AUM5,353,079,533.0

As of 2025-06-09 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
FRIERSON, RUSSELL, ALAN	COO	OFFICER	—	{"filing_id": "2017133", "owner_id": "2436724", "source": "adv_part1", "table": "Schedule_A_B"}
GOULD, COSMO, CHARLES	CCO	OFFICER	—	{"filing_id": "2017133", "owner_id": "5033874", "source": "adv_part1", "table": "Schedule_A_B"}
HOCKEY INTERMEDIATE INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017133", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HOCKEY INVESTMENTS GP, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2017133", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HOCKEY INVESTMENTS L.P.	MANAGING MEMBER	OFFICER	—	{"filing_id": "2017133", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HOCKEY PARENT HOLDINGS GP, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2017133", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HOCKEY PARENT HOLDINGS L.P.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017133", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HOCKEY PARENT INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2017133", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HUB INTERNATIONAL LIMITED	SOLE SHAREHOLDER	OFFICER	—	{"filing_id": "2017133", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RPW HOLDINGS, LLC	SOLE OWNER	OFFICER	—	{"filing_id": "2017133", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Campbell, Karen, Elaine	CHIEF ANALYTICS OFFICER	EMPLOYEE	—	{"filing_id": "2017133", "owner_id": "6117967", "source": "adv_part1", "table": "Schedule_A_B"}
WHITE, GEOFFREY, ROBERT	CEO, PRESIDENT	EMPLOYEE	—	{"filing_id": "2017133", "owner_id": "2882857", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/24/2025 05:21:19 PM",
  "filing_id": "2017133",
  "reg_type": "IA"
}
```