Glc Investment Advisors, LLC (San Francisco)

Glc Investment 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.

Glc Investment Advisors: assets under management

The assets under management (AUM) of Glc Investment Advisors, LLC is $100.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and $73.2 million of the total AUM is attributable to clients outside of the United States.

The firm manages $100.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.2 million each.

Glc Investment Advisors has custody of $382.2 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glc Investment 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 Glc Investment Advisors serves?

The only and largest group of clients of Glc Investment Advisors is pooled investment vehicles with 2 clients and $100.4 million of assets under management. Among the 14 most similar advisory firms, Glc Investment Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $100.4 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.

Glc Investment Advisors also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $500,000.

Careers at Glc Investment Advisors, LLC

The company employs 1 person that is either a part- or full-time employee. 100 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 6 indirect owners.

Based in San Francisco

The principal office where Glc Investment Advisors, LLC performs its advisory services is located at 451 Jackson Street, San Francisco, CA 94111, 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 415-962-8500 or by fax 415-962-8501. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at glcllc.com.

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