Gl Capital Partners, LLC (Waltham)

Name: Gl Capital Partners, LLC
Address: 400 Fifth Avenue, Waltham, MA, 02451
Telephone: 781-547-4100

Gl Capital Partners, LLC is an investment adviser to an investment company based in Waltham. It manages $40.58 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

Gl Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gl Capital Partners: assets under management

The assets under management (AUM) of Gl Capital Partners, LLC is $40.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 529% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.58 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gl Capital Partners, LLC for their services and products based on a percentage of assets under management and fixed 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.

Careers at Gl Capital Partners, LLC

Francis J Luisi has been acting as President since 1 Mar 2013. Rachel Evans joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Graduate Leverage	Member	1 Dec 2011	75% - 100%	27-2404403
Michael Vincent Tassone	President and cco	1 Dec 2011	Other	5902903
Douglas H Drozdowski	Chief compliance officer	1 Jun 2012	Other	4263415
Francis J Luisi	President	1 Mar 2013	Other	5808319
Rachel Evans	Chief compliance officer	1 Aug 2013	Other	6260437
John Joseph Donohue	Chief compliance officer	1 Dec 2013	Other	1552418
Rachel Evans	Chief compliance officer	1 Aug 2014	Other	6260437

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Daniel John Thibeault	Managing member	1 Apr 2010	75% - 100%	3102830

Based in Waltham

The principal office where Gl Capital Partners, LLC performs its advisory services is located at 400 Fifth Avenue, Waltham, MA 02451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-547-4100 or by fax 781-890-4609. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.glcp.com.