# GLOBAL RETIREMENT PARTNERS LLC

GLOBAL RETIREMENT PARTNERS LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 172011
- Type: SEC-registered investment adviser
- SEC file number: 801-80074
- Location: 4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA, 94903
- Phone: 415-526-2753
- Latest filing: 2026-06-29
- Regulatory AUM: $169.6B
- Discretionary AUM: $55.2B
- Non-discretionary AUM: $114.4B
- Clients: 464
- Accounts: 33,988

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| [White Robert](https://search.stillhousedata.com/person/125019) | CEO; CEO, PRESIDENT; MANAGING MEMBER | Long Beach, CA |
| [Cosmo Charles Gould](https://search.stillhousedata.com/person/661295) | CCO | — |
| [Geoffrey Robert White](https://search.stillhousedata.com/person/661296) | CEO, PRESIDENT | — |
| [Russell Alan Frierson](https://search.stillhousedata.com/person/661297) | COO | — |
| [Karen Elaine Campbell](https://search.stillhousedata.com/person/661298) | CHIEF ANALYTICS OFFICER | — |
| [Greg Lee Koleno](https://search.stillhousedata.com/person/661299) | RPW COO | — |
| [Scott Christopher Hauptmann](https://search.stillhousedata.com/person/661878) | PRESIDENT | — |
| [Melissa Rodriguez-Kirk](https://search.stillhousedata.com/person/661881) | COO | — |
| [Adam Sokolic](https://search.stillhousedata.com/person/679891) | VICE PRESIDENT | — |
| [WILLIAMS JAMES HOUSTON](https://search.stillhousedata.com/person/744829) | CLASS A SHAREHOLDER; PRESIDENT; PRESIDENT AND CCO | — |
| [CHETNEY WILLIAM ROBERT](https://search.stillhousedata.com/person/752922) | CEO | — |
| [REICH ANDREW](https://search.stillhousedata.com/person/798789) | PRESIDENT | — |
| [CLARK DAVID MCKENZIE](https://search.stillhousedata.com/person/807209) | MANAGING MEMBER; OWNER | — |
| [GOULD COSMO CHARLES](https://search.stillhousedata.com/person/814185) | CCO; CCO, PRESIDENT; CEO, CCO (+1 more) | — |
| [KALIVAS EVANGELIA](https://search.stillhousedata.com/person/814186) | MANAGING MEMBER; OWNER | — |
| [GREENBERG JEFFREY STUART](https://search.stillhousedata.com/person/814187) | MANAGING MEMBER; OWNER | — |
| [PRICHARD JOHN ROGER](https://search.stillhousedata.com/person/814188) | MANAGING MEMBER; OWNER | — |
| [THIBAULT BLAKE ALEXANDER](https://search.stillhousedata.com/person/814189) | MANAGING MEMBER; OWNER | — |
| [KULCHAR DAVID MICHAEL](https://search.stillhousedata.com/person/814190) | MANAGING MEMBER; OWNER | — |
| [DELANEY BARBARA JEAN](https://search.stillhousedata.com/person/814191) | MANAGING MEMBER; OWNER | — |
| [LARSEN CHAD JAMES](https://search.stillhousedata.com/person/814192) | MANAGING MEMBER; OWNER | — |
| [DENOYIOR JOSEPH FREDRICK](https://search.stillhousedata.com/person/814193) | MANAGING MEMBER; OWNER | — |
| [TEMPLE MARK DOUGLAS](https://search.stillhousedata.com/person/814194) | MANAGING MEMBER; OWNER | — |
| [ZAMBITO SALVATORE STEPHEN](https://search.stillhousedata.com/person/835408) | CHIEF ADMINISTRATIVE OFFICER; COO; PRESIDENT, COO | — |
| [FRIERSON RUSSELL ALAN](https://search.stillhousedata.com/person/847952) | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172011/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172011/similar
- Related entities: https://search.stillhousedata.com/firm/172011/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172011

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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.