GCP INVESTMENT ADVISOR, LLC

RIASEC RegisteredEst. 2014
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$293M
Accounts
11
Employees
70
Advisory reps
7

Firm details

Headquarters
CHICAGO, Illinois
CRD number
171093
Registered since
May 23, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GCP Investment Advisor, LLC is an SEC-registered advisory LLC formed in 2014 that focuses on managing pooled real estate investment vehicles for institutional clients. The firm provides portfolio management for pooled funds and also serves as sponsor, general partner, and managing member of those vehicles, indicating active manager and deal-level governance roles. Compensation includes customary asset-based fees plus performance-linked fees, and the adviser does not position itself as an ESG investor.

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

Owners & executives

3 of 4
  • DAVID LENTZ

    Chief Executive OfficerCRD 6775125

  • BRIAN FINERTY

    Managing Director, Chief Investment OfficerCRD 4700807

  • BRADEN RUDOLPH

    Chief Operating OfficerCRD 7893816

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Contacts

3 of 3
  • MARNIE HELFAND

    Managing DirectorCRD 7893812

  • RANDALL ROWE

    ChairmanCRD 1736814

  • STEVEN EHRLICH

    Managing Director, General CounselCRD 7527760

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
303 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth