G-Legion, LLC

RIASEC RegisteredEst. 2017

Total AUM

$12.6M

Discretionary

$12.6M

100% of AUM

Avg account

$12.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 286297
Registered since: January 9, 2017
Website: www.keeleyteton.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHEVY CHASE TRUST, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

G-Legion, LLC is an SEC‑registered institutional registered investment adviser formed in 2017 and organized as a limited liability company. The firm serves institutional clients and operates as a capital allocator, charging fees as a percentage of assets under management. Its advisory remit includes discretionary portfolio management for individuals/small businesses, investment companies, pooled investment vehicles, and institutional clients, and it also engages in selecting other advisers. G-Legion identifies as an active ESG investor and maintains relationships across the industry that include broker‑dealer affiliation, other investment adviser roles, and sponsor/manager responsibilities for limited partnerships and pooled vehicles.