GLD Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
$257M
Discretionary
$0
0% of AUM
Avg account
$257M
Accounts
1
Employees
4
Advisory reps
2

Firm details

Headquarters
Miami Beach, Florida
CRD number
341098
Registered since
April 9, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GLD Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves institutional clients and focuses its advisory activity on managing pooled investment vehicles — specifically operating as the manager/adviser to at least one private fund. Its fee arrangements include both an asset-based percentage and performance-linked compensation, consistent with fund management. The firm does not flag itself as an active ESG investor, is not described as a multi-state adviser, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Benjamin Gliklich

    CRD 4981220

  • James Leahy

    James Leahy

    Managing PartnerCRD 5647281

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
500 S Pointe Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth