Gillespie Associates LLC
Firm details
- Headquarters
- ,
- CRD number
- 116643
- Website
- www.gillespieassociates.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Gillespie Associates LLC is a Washington-registered limited liability company that operates as an institutional RIA focused on managing pooled investment vehicles. The firm is owned by an individual and serves institutional clients. Its advisory work centers on portfolio management for pooled vehicles, and its business footprint includes acting as sponsor, general partner, and managing member of those vehicles. The firm's fee arrangements include performance-based components alongside other fee structures. Gillespie does not present itself as an active ESG investor or a multi-state adviser, and it is not positioned as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
, null
Location
, null
Headquartered in , null.
- Office locations