Gillespie Associates LLC

RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$3.1M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
116643
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gillespie Associates LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client base is institutional, and its primary advisory activity is portfolio management for pooled investment vehicles. Gillespie Associates acts in sponsor/GP and managing-member roles for pooled vehicles, and it charges performance-based and other fee arrangements. The firm does not identify as an active ESG investor, and it is not described as a multi-state adviser; its SEC registration year is not listed in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Thomas Gillespie

    Thomas Gillespie

    PresidentCRD 1076946

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth