# FUNDAMENTAL GLOBAL INVESTORS, LLC

FUNDAMENTAL GLOBAL INVESTORS, LLC of MOORESVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 164299
- Type: SEC-registered investment adviser
- SEC file number: 801-76977
- Location: 136 CORPORATE PARK DRIVE, SUITE G, MOORESVILLE, NC, 28117
- Phone: 888-838-6326
- Latest filing: 2021-03-31
- Regulatory AUM: $127.8M
- Discretionary AUM: $127.8M
- Clients: 6
- Accounts: 15

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [MOGLIA JOSEPH HUGH](https://search.stillhousedata.com/person/741238) | MEMBER | — |
| [JOHNSON STEPHEN LEWIS](https://search.stillhousedata.com/person/785099) | MANAGER AND MEMBER | — |
| [CERMINARA DANIEL KYLE](https://search.stillhousedata.com/person/813989) | MANAGER AND MEMBER; MANAGER, MEMBER, AND CHIEF COMPLIANCE OFFICER | — |
| [JOHNSON LEWIS MCKAY](https://search.stillhousedata.com/person/813990) | MANAGER AND MEMBER | — |
| [SUTTON JEFFREY LANCE](https://search.stillhousedata.com/person/835565) | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Private funds (13)

Mix: Hedge Fund 11 · Other Private Fund 1 · Real Estate Fund 1

| Fund | Type | Formed | Owners | GAV | 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 | — |


## Fund service providers (2)

- administrator: SS&C TECHNOLOGIES — 10 funds
- administrator: SS&C TECHNOLOGIES INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164299/similar
- Related entities: https://search.stillhousedata.com/firm/164299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164299

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.