# U.S. Global Investors: portfolio, investments and team > U.S. Global Investors is a vc firm based in United States. 1 investment on record, latest Dec 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/u-s-global-investors (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # U.S. Global Investors Last cheque observed Dec 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet VC firm Seed Banking Consulting Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **4347** days **00** hrs **00** min **00** sec Rounds led **0 of 1** Pitch U.S. Global Investors ## U.S. Global Investors highlights - 01 1 rounds on record - 02 Mostly Seed: 100% of its rounds ## What they do - **Type:** VC firm (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Banking Consulting - **Based in:** San Antonio, United States - **Cold pitches:** Accepted ## The record Every round we can evidence, newest first **1 appearances** - **2014** 1 round - **Dec** **[InvestX Capital](https://millionrounds.com/company/investx-capital)** Seed · CA **Undisclosed** With 4 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **6 named** FE **Frank Edward Holmes** Director, Chief Executive Officer, Chief Investment Officer i Form ADV JH **Jerold Howard Rubinstein** Director, Chairman of the Board i Form ADV LC **Lisa Christine Callicotte** Chief Financial Officer i Form ADV MB **Monica Blanco** Chief Compliance Officer i Form ADV RD **Roy David Terracina** Director i Form ADV TF **Thomas Francis Lydon** Director i Form ADV We also hold **6** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$1.7B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** U.s. Global Investors, Inc. - **SEC number:** CRD 111097 ## The cheque Seed Median round joined **-** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Dec 2014 Rounds by stage said on their site - Seed *1* **Pitching U.S. Global Investors?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about U.S. Global Investors ### What does U.S. Global Investors invest in? U.S. Global Investors invests most often at Seed (100% of the rounds on record), in sectors such as Banking and Consulting. ### How active is U.S. Global Investors? 1 investments on record, 0 of them in the last 12 months. The most recent was in Dec 2014. ### Is U.S. Global Investors investing now? No investments in the last 12 months; the latest was in Dec 2014. ### What kind of investor is U.S. Global Investors? U.S. Global Investors is a VC firm based in San Antonio, United States. ### How much does U.S. Global Investors manage? About $1.7B, as regulatory assets under management (Oct 2026). ### Does U.S. Global Investors take cold pitches? Yes: its own website says it reads unsolicited pitches. ### When was U.S. Global Investors founded? U.S. Global Investors was founded in 1968. ### Where does this information on U.S. Global Investors come from? From public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=u-s-global-investors) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=u-s-global-investors)