GALILEO INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2013
Total AUM
$136M
Discretionary
$136M
100% of AUM
Avg account
$27.3M
Accounts
5
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
169201
Registered since
October 17, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Galileo Investment Management is an SEC-registered limited liability company formed in 2013 that operates as a hedge fund adviser focused on institutional clients. The firm advises pooled investment vehicles and selects other advisers, and it commonly structures fees as a percentage of assets under management combined with performance-based fees. Galileo is not positioned as a capital allocator and does not report active ESG investing or multi-state adviser status. On the operational side, the firm functions in multiple industry roles: registered investment adviser, commodity pool operator/commodity trading adviser (CPO/CTA) and sponsor/GP/managing member of pooled investment vehicles. Those roles indicate the firm both runs its own pooled funds and oversees or sources external managers for portions of its strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • NALINI SINGH

    Chief Compliance OfficerCRD 6255280

  • OSCAR ALERHAND

    CEOCRD 2400614

Contacts

1 of 1
  • DAVID ALERHAND

    Founding PartnerCRD 6253536

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1776 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth