Gaelin LLC

RIASEC Registered
Total AUM
$865K
Discretionary
$0
0% of AUM
Avg account
$173K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
336808
Custodians
CNB CUSTODY
Fee structure
Percentage of AUM
Client types
  • HNWI88.44%
  • Individuals11.56%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gaelin LLC is a small, SEC-registered limited liability advisory firm that serves individual and family clients with portfolio management and related advisory services for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports primarily non‑discretionary relationships. It does not identify as an ESG‑focused manager, does not operate as a multi‑state adviser, and does not present itself as a capital allocator — instead it appears to deploy third‑party investment managers and pooled vehicles when private or alternative exposure is desired. Business classification is unclassified and ownership is listed as individual. Client segmentation is narrow: high‑touch work with a handful of households rather than institutional mandates or broad retail distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • Vinod Iyer

    Vinod Iyer

    Managing Member And Chief Compliance OfficerCRD 5189429

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth