GLL Investors

RIASEC RegisteredEst. 2015
Total AUM
$184M
Discretionary
$184M
100% of AUM
Avg account
$36.8M
Accounts
5
Employees
3
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
161830
Registered since
March 17, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GLL Investors is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2015 and serves institutional clients rather than individual retail investors. Its advisory focus is portfolio management for pooled investment vehicles, and its fee structure combines a percentage-of-assets management fee with performance-based compensation. GLL Investors is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and does not describe itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • W. Gilboy

    DirectorCRD 2373545

  • Michael Newlander

    Michael Newlander

    Managing MemberCRD 6032853

  • Jason Gilboy

    DirectorCRD 4825145

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
3200 N Lake Shore Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth