GALLIARD CAPITAL MANAGEMENT

RIASEC RegisteredEst. 1995

Total AUM

$80.3B

Discretionary

$79.2B

99% of AUM

Avg account

$304M

Accounts

264

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 106487
Registered since: August 10, 1995
Website: www.galliard.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans42.46%
State / Municipal Government33.06%
Pooled Investment Vehicles16.88%
Charitable Organizations3.78%
Other1.77%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Galliard Capital Management is an institutional-focused investment manager that acts as a capital allocator and sponsor/manager of pooled vehicles. Its SEC registration dates to 1995 and it operates as a limited liability company. The firm’s advisory scope centers on portfolio management for investment companies, pooled investment vehicles and institutional clients, and it also serves in a selection-of-advisers role. Galliard’s regulatory profile includes CPO/CTA activity, which indicates it structures or advises commodity pools and derivative-based strategies alongside more conventional portfolio management duties. Fee arrangements combine percentage-of-AUM billing with fixed fees, and the firm does not identify as an active ESG investor. Industry affiliations listed in filings include broker-dealer relationships and roles as sponsor, general partner or managing member of pooled investment vehicles.