Gaelin LLC
Firm details
- Headquarters
- ,
- CRD number
- 336808
- Website
- www.gaelin.us
- Custodians
- CNB CUSTODY
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.44%
- Individuals11.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gaelin LLC is an independently owned registered investment adviser organized as an LLC that provides portfolio management primarily to individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and identifies its client base as individual and family clients. Advisory activity is focused on discretionary portfolio management services for smaller private clients, and the firm does not report itself as an active ESG investor, a pension consultant, or a capital allocator. Filing data indicate the adviser operates under a single-owner structure rather than as part of a larger institutional network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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