Gaelin LLC
Firm details
- Headquarters
- ,
- CRD number
- 336808
- 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 a small, SEC-registered limited liability advisory firm that serves individual and family clients with portfolio management and related advisory services for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports primarily non‑discretionary relationships. It does not identify as an ESG‑focused manager, does not operate as a multi‑state adviser, and does not present itself as a capital allocator — instead it appears to deploy third‑party investment managers and pooled vehicles when private or alternative exposure is desired. Business classification is unclassified and ownership is listed as individual. Client segmentation is narrow: high‑touch work with a handful of households rather than institutional mandates or broad retail distribution.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
Vinod Iyer
Managing Member And Chief Compliance OfficerCRD 5189429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations