Galliard Capital Management

RIASEC RegisteredEst. 1995
Total AUM
$80.3B
Discretionary
$79.2B
99% of AUM
Avg account
$304M
Accounts
264
Employees
89
Advisory reps
4

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
106487
Registered since
August 10, 1995
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans42.46%
  • State / Municipal Government33.06%
  • Pooled Investment Vehicles16.88%
  • Charitable Organizations3.78%
  • Other1.77%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Galliard Capital Management is an institutional registered investment adviser organized as an LLC and active since 1995. The firm serves predominantly institutional clients and acts as a capital allocator across separately managed accounts and pooled vehicles. Its regulatory activities include registration as a commodity pool operator/commodity trading adviser (CPO/CTA) and advisory roles covering portfolio management for investment companies, pooled investment vehicles, and institutional businesses, as well as the selection of other advisers. Fees are charged both as a percentage of assets under management and as fixed fees. The firm is not identified as an active ESG investor.

Assets & Accounts

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: Other 70%, US Government Bonds 14%, Investment Grade Corp Bonds 8%, Private Funds 4%, State & Local Bonds 2%, Cash & Cash Equivalents 2%70%
  • Other70%
  • US Government Bonds14%
  • Investment Grade Corp Bonds8%
  • Private Funds4%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • Amy Stueve

    Amy Stueve

    Chief Compliance OfficerCRD 4863173

  • Sallie Squire

    Sallie Squire

    Chief Operating OfficerCRD 2932918

Contacts

2 of 2
  • Ajay Mirza

    Ajay Mirza

    Senior Managing PrincipalCRD 2569763

  • Michael Norman

    Michael Norman

    PresidentCRD 2843681

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
800 Lasalle Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth