GLASFUNDS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$1.6B
Accounts
2
Employees
36
Advisory reps
6

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
150884
Registered since
July 27, 2020
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Glasfunds, LLC is a private equity fund manager organized as an LLC and registered with the SEC in 2020. The firm’s client base is institutional, and it provides portfolio management for pooled investment vehicles while also operating in the capacity of a commodity pool operator/commodity trading advisor (CPO/CTA). Glasfunds charges fees based on a percentage of assets under management. It does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. Glasfunds maintains an affiliation with a broker‑dealer and focuses its activities on managing private funds rather than retail advisory relationships. The firm’s structure and registrations indicate it runs pooled vehicles and may employ strategies that require CPO/CTA oversight in addition to private equity fund management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JEFFREY MIHALEK

    Chief Financial OfficerCRD 2886149

  • JAMES BRACE

    Chief Operating OfficerCRD 6258836

  • BRETT HILLARD

    Chief Investment OfficerCRD 7713374

Contacts

3 of 3
  • MICHAEL MAROON

    Executive Vice PresidentCRD 1611616

  • ABIGAIL MAROON

    ComplianceCRD 7328579

  • MICHAEL MAROON

    Managing PartnerCRD 6954252

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
600 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth