GLENEAGLES INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$3.1B

Discretionary

$8.4M

0% of AUM

Avg account

$60.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 312306
Registered since: March 18, 2021
Website: gleneaglesgroup.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI99.73%
Pooled Investment Vehicles0.27%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Gleneagles Investment Advisors, LLC is an SEC-registered investment adviser organized as an LLC and active since 2021. The firm combines RIA advisory services with multifaceted fund management: it’s classified as a hedge fund and private equity fund manager while also operating as an independent RIA and a capital allocator. Clients include high-net-worth individuals and families as well as institutional investors. Fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. Advisory activities encompass portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. The firm also takes on operational roles in pooled structures (accountant/sponsor, general partner, and managing member). Gleneagles does not identify as an active ESG investor.