GFO Advisory Services, LLC

RIASEC Registered
Total AUM
$351M
Discretionary
$351M
100% of AUM
Avg account
$35.1M
Accounts
10
Employees
12
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
109278
Registered since
August 5, 1999
Custodians
ARGENT INSTITUTIONAL TRUST COMPANY, BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.72%
  • Other0.28%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

GFO Advisory Services, LLC is an SEC-registered investment adviser (registration year 1999) structured as an LLC that operates as a hybrid manager spanning hedge fund and private equity strategies. The firm positions itself as a capital allocator for institutional clients, managing pooled investment vehicles and acting as a selector of other advisers. Its compensation model combines asset-based fees with performance‑linked fees, consistent with its fund-oriented business. GFO is not an active ESG investor and is not described as a multi-state or newly formed adviser. Filings also indicate a broad set of industry affiliations, including relationships with broker‑dealers, other investment advisers, banking or trust entities, insurance companies, and roles as sponsor/GP or managing member of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Private Funds 57%, Cash & Cash Equivalents 43%57%
  • Private Funds57%
  • Cash & Cash Equivalents43%

Owners & executives

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Contacts

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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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
4 Greenwich Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth