GC Opal Advisors LLC

RIASEC RegisteredEst. 2017
Total AUM
$124B
Discretionary
$124B
100% of AUM
Avg account
$1.4B
Accounts
87
Employees
1,087
Advisory reps
10

Firm details

Headquarters
Chicago, Illinois
CRD number
289425
Registered since
September 7, 2017
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.38%
  • Other Investment Advisers0.4%
  • State / Municipal Government0.22%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

GC Opal Advisors LLC is a private investment manager organized as an LLC and registered with the SEC since 2017. The firm operates as a multifaceted fund manager, running both hedge and securitized asset strategies and serving an institutional client base. Its advisory activities emphasize portfolio management for pooled investment vehicles and for businesses or institutions, and it also engages in the selection of other advisers and in sponsor/GP or managing-member roles for pooled vehicles. Fee arrangements include a percentage-of-AUM component along with performance-based fees, reflecting a traditional manager-of-managers and active investment strategy model. The firm is not identified as an active ESG investor and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

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

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Client base

Client personas

Asset composition

Asset composition: Other 95%, Cash & Cash Equivalents 5%95%
  • Other95%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • Francis Straub Iii

    Francis Straub Iii

    Chief Financial Officer, Chief Administrative OfficerCRD 5544060

  • Lawrence Golub

    Lawrence Golub

    Chief Executive OfficerCRD 1311171

  • Pierre-olivier Lamoureux

    Pierre-olivier Lamoureux

    Chief Financial OfficerCRD 4816563

Contacts

3 of 7
  • Spyro Alexopoulos

    CRD 8292768

  • Laurence Stein

    Laurence Stein

    Co-PresidentCRD 5300390

  • Gerald Keefe

    Gerald Keefe

    Senior Executive Vice PresidentCRD 5219233

Unlock 4 more contacts

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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
150 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth