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
- Website
- www.gillespieassociates.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Gillespie Associates LLC is a small, privately held investment adviser organized as an LLC that serves institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles; the firm also functions as a sponsor/GP and managing member of those vehicles. Compensation arrangements include performance-based fees alongside other fee structures. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is owned by an individual.
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
Contacts
1 of 1
Thomas Gillespie
PresidentCRD 1076946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations