Glouston Capital Partners, LLC (Boston)

Glouston Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Glouston Capital Partners: assets under management

The assets under management (AUM) of Glouston Capital Partners, LLC is $1.51 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and $516.24 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.51 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.89 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glouston Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Glouston Capital Partners serves?

The only and largest group of clients of Glouston Capital Partners is pooled investment vehicles with 26 clients and $1.51 billion of assets under management. Among the 10 most similar advisory firms, Glouston Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.51 billion for 26 clients. 62% of the firm’s clients are foreign persons or businesses.

Glouston Capital Partners also advises several private funds. Namely, sixteen private equity funds. The minimum investment commitment required of non-related persons ranges from $90,000 to $200,000,000.

Careers at Glouston Capital Partners, LLC

The company employs 22 people that are either part- or full-time employees. 55 percent of the 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.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Boston

The principal office where Glouston Capital Partners, LLC performs its advisory services is located at 800 Boylston Street, Suite 1325, Boston, MA 02199, 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 617-587-5300 or by fax 617-587-5301. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at glouston.com.

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