Glasgow Partners, LLC

RIASEC RegisteredEst. 2006
Total AUM
$120M
Discretionary
$0
0% of AUM
Avg account
$17.1M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
139607
Registered since
June 6, 2006
Fee structure
Fixed Fees, Commissions
Client types
  • Banking / Thrift Institutions99.39%
  • Pension & Profit Sharing Plans0.61%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Glasgow Partners, LLC is a privately owned institutional registered investment adviser that has been SEC-registered since 2006. The firm serves an institutional client base and focuses on portfolio management for businesses or other institutions. Its fee model combines fixed fees and commissions. Available data indicate Glasgow Partners is not a multi-state adviser, does not position itself as a capital allocator, and does not identify as an active ESG investor or pension consultant.

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

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 62%, Other 28%, State & Local Bonds 7%, Investment Grade Corp Bonds 3%62%
  • US Government Bonds62%
  • Other28%
  • State & Local Bonds7%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • Francis Campbell

    Francis Campbell

    Managing DirectorCRD 2257803

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth