Gallo Partners LP

RIASEC RegisteredEst. 2024
Total AUM
$179M
Discretionary
$179M
100% of AUM
Avg account
$29.8M
Accounts
6
Employees
5
Advisory reps
2

Firm details

Headquarters
,
CRD number
329774
Registered since
March 6, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gallo Partners LP is organized as a limited partnership that operates as a hedge fund manager serving institutional clients. The firm registered with the SEC in 2024 and reports an ownership structure involving both a domestic entity and an individual. Its advisory mandate centers on running pooled investment vehicles and providing portfolio management for businesses or institutional investors. Feeing follows a traditional hedge fund model: a percentage-of-AUM charge combined with performance-based fees. The firm acts as sponsor/GP and managing member for pooled vehicles, and its filings indicate it is not positioned as an ESG investor, not a multi-state adviser, and not a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Arthur Alfaro

    Founder & Chief Investment OfficerCRD 5796263

  • Gregg Kudisch

    Chief Compliance Officer And Chief Financial OfficerCRD 5896416

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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ETF holdings

1 of 4

Active vs passive

$7.3M in ETFs

Passive

100%

$7.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE)State StreetPassiveEquity Energy$2.3M38,17731.94%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth