Guggenheim Private Investments, LLC

RIASEC Registered

Total AUM

$349M

Discretionary

$333M

95% of AUM

Avg account

$49.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 331479
Registered since: September 11, 2024
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles95.28%
HNWI3.48%
Insurance Companies1.24%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Guggenheim Private Investments, LLC is a limited liability company that registered with the SEC in 2024. The firm operates as a multifaceted fund manager with primary classifications in private equity and real estate; it provides portfolio management for pooled investment vehicles as well as portfolio management for businesses and institutional clients. Its client base includes both individual and family investors and institutional investors. Fee arrangements include asset-based fees, fixed fees, and performance-related fees. The firm identifies as an active ESG investor and maintains a range of industry roles and affiliations, including activities tied to broker-dealer functions, municipal advisory, sponsor/GP responsibilities for pooled vehicles, and other investment-industry registrations.