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 is SEC-registered since 2016. The firm serves institutional clients and charges both a percentage-of-assets fee and performance-based fees. Its stated business activities include acting as a commodity pool operator/commodity trading adviser (CPO/CTA) and providing portfolio management for pooled investment vehicles. The firm also sponsors and serves as a general partner or managing member of pooled vehicles. Gillson Capital identifies as an active ESG investor.
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 2
Martin 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 2Active vs passive
$27.5M in ETFs
100%
$27.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $13.8M | 64,650 | 50.00% |
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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