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 and operates as a hedge fund focused on institutional clients. The firm provides portfolio management for pooled vehicles and for businesses or institutions, and it also serves as sponsor, general partner and managing member of pooled investment vehicles it runs. Fee arrangements include both a percentage of assets under management and performance-based fees. Gallo Partners is SEC-registered (2024) and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$2.6M in ETFs

Passive

31%

$801K

Active

0%

$1.7M

ETFProviderStyleCategoryValueShares% of portfolio
ROUNDHILL MEMORY ETF (DRAM)$1.7M23,68168.56%

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