Gfo Advisory Services, LLC is a large advisory firm based in Jupiter. It manages $233.45 million of regulatory assets for 162 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Connecticut, Delaware, Florida, Georgia, and New York.
Gfo Advisory Services provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gfo Advisory Services, LLC is $233.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and $10.63 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Gfo Advisory Services, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Gfo Advisory Services is pooled investment vehicles with 22 clients and $233.45 million of assets under management. Among the 10 most similar advisory firms, Gfo Advisory Services has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $233.45 million for 22 clients. 5% of the firm’s clients are foreign persons or businesses.
Gfo Advisory Services also advises several private funds. Namely, six hedge funds and fourteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 8 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gfo Advisory Services, LLC performs its advisory services is located at 150 South Us Highway 1, Jupiter, FL 33477, which is also the mailing address of the firm. An additional office of the firm is in Greenwich, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-746-8444 or by fax 561-746-0895. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.