Gc Opal Advisors LLC (Chicago)


Gc Opal Advisors LLC is a large advisory firm based in Chicago. It manages $26.01 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Illinois, New York, North Carolina, and Virgin Islands, U.S..

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Gc Opal Advisors 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.

Gc Opal Advisors: assets under management

The assets under management (AUM) of Gc Opal Advisors LLC is $26.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $25.8 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $26.01 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $722.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gc Opal Advisors 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 David B Golub serves?

The only and largest group of clients of David B Golub is pooled investment vehicles with 36 clients and $26.01 billion of assets under management. Among the 11 most similar advisory firms, Gc Opal Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $26.01 billion for 36 clients. 92% of the firm’s clients are foreign persons or businesses.

Gc Opal Advisors also advises several private funds. Namely, seventeen hedge funds and twenty four securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $250,000.

Careers at Gc Opal Advisors LLC

The company employs 406 people that are either part- or full-time employees. 35 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.

David B Golub has been acting as President since 1 Jul 2017. Lp Gcdm Holdings joined the executive team most recently as the Member.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Lawrence Eric Golub Chairman, chief executive officer, co-general counsel 1 Jul 2017 Other 1311171
David B Golub President 1 Jul 2017 Other 1767789
Francis Patrick Straub Iii Chief financial officer, chief administrative officer 1 Jul 2017 Other 5544060
Joshua Mark Levinson Co-general counsel and chief compliance officer 1 Jul 2017 Other 5973336
Llc Gc Pe Holdings Member 1 Jul 2017 75% - 100% 46-1164795
Pierre Olivier Lamoureux Chief financial officer 1 Mar 2018 Other 4816563
Lp Gcdm Holdings Member 1 Aug 2018 75% - 100% 83-1325039

Indirect Owners

The SEC currently registers 14 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lawrence Eric Golub Manager 1 Jul 2012 Other 1311171
David B Golub Manager 1 Jul 2012 Other 1767789
Llc Whitehall Capital Investors New Pe Member 1 Sep 2012 50% - 75% 61-1698778
Lawrence Eric Golub Manager 1 Sep 2012 Other 1311171
David B Golub Manager 1 Jan 2014 Other 1767789
The Bragol Trust Ii Member 1 Jan 2014 75% - 100% 13-7373610
Llc Cdg 2013 Pe Member 1 Jan 2014 25% - 50% 42-1778585
Cdg Exempt 2013pe Trust Member 1 Jan 2014 75% - 100% 35-7045743
David Finegold Trustee 1 Jan 2014 Other 6463961
Cdg Exempt 2005 Pe Trust Member 1 Jan 2014 75% - 100% 11-1234567
Stephen Alan Kepniss Trustee 1 Jul 2018 Other 1391511
Llc Gcdm Holdings Gp General partner 1 Jul 2018 Other 83-1336881
Gc Pe Holdings Llc Managing member 1 Jul 2018 75% - 100% 46-1164795
Gc Pe Holdings Llc Limited partner 1 Aug 2018 75% - 100% 46-1164795

Based in Chicago

The principal office where Gc Opal Advisors LLC performs its advisory services is located at 150 South Wacker Ave, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312 205-5050. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at golubcapital.com.