GFO Advisory Services, LLC
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
FINTRXOverview
GFO Advisory Services, LLC is an SEC-registered investment adviser (registration year 1999) structured as an LLC that operates as a hybrid manager spanning hedge fund and private equity strategies. The firm positions itself as a capital allocator for institutional clients, managing pooled investment vehicles and acting as a selector of other advisers. Its compensation model combines asset-based fees with performance‑linked fees, consistent with its fund-oriented business. GFO is not an active ESG investor and is not described as a multi-state or newly formed adviser. Filings also indicate a broad set of industry affiliations, including relationships with broker‑dealers, other investment advisers, banking or trust entities, insurance companies, and roles as sponsor/GP or managing member of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth 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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