GLL INVESTORS

RIASEC RegisteredEst. 2015
Total AUM
$184M
Discretionary
$184M
100% of AUM
Avg account
$36.8M
Accounts
5
Employees
3
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
161830
Registered since
March 17, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GLL Investors is an SEC‑registered limited liability company that provides portfolio management for pooled investment vehicles and serves institutional clients. The firm operates with a fee model that combines a percentage-of-AUM charge with performance-based fees, indicating an active, manager-driven approach to generating returns. Since its 2015 registration the firm has focused on concentrated pooled structures rather than widespread individual advisory relationships, and it is not positioned as an ESG investor. Investment activity centers on deploying capital into externally managed strategies for pooled vehicles. With a small number of client vehicles under management, GLL Investors appears to run boutique fund structures that rely on active manager selection and incentive alignment (performance fees), rather than passive or indexed allocations. The firm is classified as unclassified and is not set up as a capital allocator; instead it acts as an adviser arranging and overseeing pooled products for institutional investors.

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

Contacts

3 of 3
  • W. GILBOY

    DirectorCRD 2373545

  • MICHAEL NEWLANDER

    Managing MemberCRD 6032853

  • JASON GILBOY

    DirectorCRD 4825145

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
3200 N Lake Shore Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth