GILLSON CAPITAL
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 284079
- Registered since
- June 2, 2016
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Gillson Capital operates as a limited partnership organized as a hedge fund and registered with the SEC in 2016. The firm serves institutional clients and functions as a commodity pool operator/commodity trading advisor (CPO/CTA), with advisory activity focused on portfolio management for pooled investment vehicles. Its ownership structure includes a domestic entity and an individual owner. The firm charges a combination of asset-based fees and performance-based compensation, and it reports being an active ESG investor. Gillson Capital also acts in sponsor and general partner roles for pooled vehicles and takes on managing member responsibilities for those products rather than acting solely as an allocator to third-party funds.
Assets & Accounts
Public Holdings
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
Owners & executives
2 of 2MARTIN KALISH
Chief Operation OfficerCRD 2576867
KIRT HARTMAN
CFOCRD 7075831
Contacts
1 of 1DANIEL JOHNSON
Founder and Portfolio ManagerCRD 4784762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$35.2M in ETFs
100%
$35.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $12.8M | 66,800 | 36.41% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 222 W Adams St
- Time zone
- CT (UTC-6)
- Office locations
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