GURNEE GROUP, LLC
Firm details
- Headquarters
- TOLEDO, Ohio
- CRD number
- 330771
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles62.85%
- HNWI31.2%
- Individuals5.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Gurnee Group, LLC operates as a privately held investment manager structured as a limited liability company and is classified as a hedge fund adviser. The firm provides portfolio management for both individual and small business clients as well as pooled investment vehicles, and it charges a combination of an asset-based fee and performance-based fees. Investment activity centers on public equities as the primary allocation preference, supplemented by allocations to hedge funds and real estate strategies. The adviser does not identify as an active ESG investor and is focused on a compact client base rather than broad multi-state retail distribution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1James Gurnee
Chief Compliance OfficerCRD 6349373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOLEDO, OH
LUCAS
Location
TOLEDO, OH
Headquartered in TOLEDO, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- LUCAS
- Address
- 1 S Erie St
- Time zone
- ET (UTC-5)
- Office locations
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