GFO Advisory Services, LLC

RIASEC Registered

Total AUM

$351M

Discretionary

$351M

100% of AUM

Avg account

$35.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Greenwich, Connecticut
CRD number: 109278
Registered since: August 5, 1999
Custodians: ARGENT INSTITUTIONAL TRUST COMPANY, 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

FINTRX

Overview

GFO Advisory Services, LLC is a limited liability company that acts as a capital allocator and manager of pooled investment vehicles. The firm is SEC-registered (registered in 1999) and structures its client relationships primarily around institutional mandates. Its business mix centers on running and sponsoring pooled funds and selecting external managers for those vehicles. Compensation typically combines a percentage-of-assets fee with performance-based fees, reflecting the firm’s fund-centric, incentive-aligned model. GFO identifies as a hybrid manager spanning hedge fund and private equity strategies and maintains industry linkages to broker‑dealers, banking and trust institutions, insurance firms, and sponsor/GP roles for pooled vehicles. The firm does not identify as an active ESG investor.