Global Hedge Strategies, LLC (New York)


Global Hedge Strategies, LLC is a large advisory firm based in New York. It manages $950 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2005.

Global Hedge Strategies provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Hedge Strategies: assets under management

The assets under management (AUM) of Global Hedge Strategies, LLC is $950 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $950 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Hedge Strategies, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Global Hedge Strategies, LLC

Melissa Jane Buchan has been acting as President since 1 May 2005. Stuart George Ames has served as the Chief Investment Officer since 1 Jul 2005. Paul Martin Hatch joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jose Dios Ceo 1 May 2005 Other 1749564
Andrew John Baldauf Cco 1 May 2005 Other 1554676
Brian Andrew Kessler Cfo 1 May 2005 Other 2149169
Luis Enrique Jimenez Investment analyst 1 May 2005 Other 3254373
Llc Custom Capital Partners Member 1 May 2005 50% - 75% 107395
Pacific Alternative Asset Management Co Llc Member 1 May 2005 25% - 50% 108989
Melissa Jane Buchan Director 1 May 2005 Other 2246746
Judith Fanny Posnikoff Director 1 May 2005 Other 4370355
Damian M Kozlowski Director 1 May 2005 Other 4652521
Todd Stuart Thomson Director 1 May 2005 Other 4877810
Clark Burritt Winter Director 1 May 2005 Other 2138982
Paul Charles Guidone Director 1 May 2005 Other 713471
Stephen Edward Oxley Director 1 May 2005 Other 4925200
Stuart George Ames Chief investment officer 1 Jul 2005 Other 2164843
Mark Joiner Director 1 Aug 2005 Other 4912577
Inc Citigroup Ghs Holdings Member 1 Dec 2005 50% - 75% 56-2545184
Thomas Gordon Kennedy Cco 1 Feb 2006 Other 2760150
Robert Scott Matthews Director 1 Jul 2006 Other 1008604
Thomas John Butler Director 1 Jul 2006 Other 2487775
Todd David Shriber Chief administrative officer 1 Feb 2007 Other 5047617
Paul Martin Hatch Director 1 Apr 2007 Other 1350155

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Citigroup Inc Shareholder 1 Jan 1980 75% - 100% 52-1568099
Citigroup Holdings Company Shareholder 1 Oct 1998 75% - 100% 06-1551348
Citigroup Inc. Shareholder 1 Oct 1998 75% - 100% 52-1568099
Llc Paamco Founders Co. Shareholder 1 Dec 2003 75% - 100% 33-0897351
Melissa Jane Buchan Manager, member 1 Dec 2003 25% - 50% 2246746
James Lawrence Berens Manager, member 1 Dec 2003 25% - 50% 4370329
William Knight Manager, member 1 Dec 2003 Other 2256701
Judith Fanny Posnikoff Manager, member 1 Dec 2003 Other 4370355
Citicorp Shareholder 1 May 2005 75% - 100% 06-1515595
Citigroup Banking Corp Shareholder 1 Dec 2005 50% - 75% 56-2545184

Based in New York

The principal office where Global Hedge Strategies, LLC performs its advisory services is located at 485 Lexington Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-559-2320 or by fax 212-559-2153. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.