Glasfunds, LLC

RIASEC RegisteredEst. 2020
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$1.6B
Accounts
2
Employees
36
Advisory reps
6

Firm details

Headquarters
Cleveland, Ohio
CRD number
150884
Registered since
July 27, 2020
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Glasfunds, LLC is an SEC-registered private equity fund manager organized as an LLC and first registered in 2020. The firm serves institutional clients and operates primarily as a manager of pooled investment vehicles, performing portfolio management for those vehicles. It also carries CPO/CTA activity and lists a broker-dealer affiliation. Fees are charged as a percentage of assets under management. Glasfunds does not identify as an active ESG investor and is not a multi-state adviser.

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

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Client base

Client personas

Owners & executives

3 of 3
  • Jeffrey Mihalek

    Chief Financial OfficerCRD 2886149

  • Michael Maroon

    Michael Maroon

    Chief Executive OfficerCRD 6954252

  • Brett Hillard

    Brett Hillard

    Chief Investment OfficerCRD 7713374

Contacts

3 of 3
  • Trevor Waite

    CRD 8322236

  • Michael Maroon

    Michael Maroon

    Executive Vice PresidentCRD 1611616

  • Abigail Maroon

    ComplianceCRD 7328579

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

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
600 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth