GCM Grosvenor Wealth L.P.

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
466
Advisory reps
11

Firm details

Headquarters
Chicago, Illinois
CRD number
340054
Registered since
April 20, 2026
Fee structure
Percentage of AUM, Performance Based Fees

Firm profile

FINTRX

Overview

GCM Grosvenor Wealth L.P. is organized as a limited partnership and operates as an institutional registered investment adviser. The firm is SEC-registered (registration recorded in 2026). Its ownership is listed as a combination of a domestic entity and an individual, and it is identified as a related adviser to other entities. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm is not identified as an active ESG investor. The firm maintains multiple industry roles beyond advisory services: the record shows affiliations that include broker-dealer activities, functioning as an investment adviser beyond pooled vehicles, roles as a commodity pool operator or commodity trading adviser, and sponsorship/GP or managing-member responsibilities for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Michael Sacks

    Michael Sacks

    Chairman and Chief Executive OfficerCRD 2077424

  • Eric Levin

    Chief Technology OfficerCRD 6927048

  • Pamela Bentley

    Pamela Bentley

    Chief Financial OfficerCRD 7316110

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Contacts

3 of 7
  • Paul Meister

    Paul Meister

    Vice ChairmanCRD 2156014

  • Jonathan Levin

    Jonathan Levin

    PresidentCRD 5612973

  • Burke Montgomery

    Burke Montgomery

    Managing DirectorCRD 5067591

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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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
900 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth