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ALGERT GLOBAL LLC

SAN FRANCISCO, CA · CRD 125523 · IAPD ↗ · algertglobal.com · 415-675-7300

$10.20BRegulatory AUM
11Advisory reps
24Employees
2Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — ALGERT GLOBAL LLC reported RAUM up 34% ($7.64B -> $10.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2026 — ALGERT GLOBAL LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2025 — ALGERT GLOBAL LLC reported RAUM up 72% ($4.44B -> $7.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2024 — ALGERT GLOBAL LLC reported RAUM up 35% ($3.29B -> $4.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.