GFO ADVISORY SERVICES, LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 109278
- Registered since
- August 5, 1999
- Custodians
- BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.72%
- Other0.28%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
GFO Advisory Services, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1999. The firm functions as both a manager of pooled investment vehicles and a capital allocator for institutional clients. Its regulatory and business footprint spans hedge fund and private equity management, fund sponsorship/GP roles, and selection of other advisers. Compensation relies on a combination of asset-based fees and performance-linked fees, reflecting its active involvement with pooled and alternative investment structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds57%
- Cash & Cash Equivalents43%
Owners & executives
1 of 1KEITH LERNER
Chief Investment OfficerCRD 2961603
Contacts
2 of 2JEFFREY DUNN
Executive Vice PresidentCRD 4228631
PATRICIA CENTENO
Compliance DirectorCRD 2239528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 4 Greenwich Office Park
- Time zone
- ET (UTC-5)
- Office locations
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