FUNDAMENTAL GLOBAL INVESTORS, LLC of MOORESVILLE, NC is an SEC-registered investment adviser (CRD 164299). Regulatory assets under management: $127.8M.
| Name | Role | Location |
|---|---|---|
| MOGLIA JOSEPH HUGH | MEMBER | — |
| JOHNSON STEPHEN LEWIS | MANAGER AND MEMBER | — |
| CERMINARA DANIEL KYLE | MANAGER AND MEMBER; MANAGER, MEMBER, AND CHIEF COMPLIANCE OFFICER | — |
| JOHNSON LEWIS MCKAY | MANAGER AND MEMBER | — |
| SUTTON JEFFREY LANCE | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
Hedge Fund: 11 · Other Private Fund: 1 · Real Estate Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| FGI GLOBAL ASSET ALLOCATION FUND, LP | Hedge Fund | — | 36 | $44.6M | — |
| CWA FGI SPECIAL OPPORTUNITIES FUND, LP | Other Private Fund | — | 40 | $19.1M | — |
| FUNDAMENTAL ACTIVIST FUND I, LP | Hedge Fund | — | 38 | $11.9M | — |
| FUNDAMENTAL GLOBAL PARTNERS, LP | Hedge Fund | — | 12 | $10.1M | — |
| FGI METROLINA PROPERTY INCOME FUND, LP | Real Estate Fund | — | 36 | $9.1M | — |
| FUNDAMENTAL GLOBAL CAPITAL APPRECIATION FUND, LP | Hedge Fund | — | 32 | $7.7M | — |
| FGI GLOBAL ASSET ALLOCATION FUND, LTD. | Hedge Fund | — | 2 | $5.8M | $1.0M |
| FUNDAMENTAL GLOBAL HOLDINGS, LP | Hedge Fund | — | 10 | $5.1M | — |
| FG SPECIAL SITUATIONS FUND, LP | Hedge Fund | — | 1 | $5.0M | — |
| FUNDAMENTAL GLOBAL PARTNERS QP, LP | Hedge Fund | — | 6 | $2.6M | — |
| FGI GLOBAL ASSET ALLOCATION OFFSHORE FUND, LTD. | Hedge Fund | — | 13 | $2.1M | — |
| FGI 1347 HOLDINGS, LP | Hedge Fund | — | 1 | $2.1M | — |
| FUNDAMENTAL GLOBAL PARTNERS OFFSHORE FUND, LTD. | Hedge Fund | — | 3 | $1.7M | — |