Gmac Institutional Advisors LLC (Horsham)

Gmac Institutional Advisors LLC is a large advisory firm based in Horsham. It manages $9.02 billion of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia and Pennsylvania.

Gmac Institutional Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gmac Institutional Advisors: assets under management

The assets under management (AUM) of Gmac Institutional Advisors LLC is $9.02 billion. The firm's AUM has grown by 602% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.11 billion in discretionary accounts and $5.91 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.7 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $347.37 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gmac Institutional Advisors LLC for their services and products based on a percentage of assets under management, subscription fees, 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.

Careers at Gmac Institutional Advisors LLC

James Anthony Dalton has been acting as President since 1 Oct 2000. Jacqueline Valerie Brady joined the executive team most recently as the Senior Vice President, Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gmac Commercial Mortgage Corporation	Owner	1 Oct 2000	75% - 100%	23-2413444
Eric Rennie Lindner	President, director	1 Oct 2000	Other	4378009
Allen Pioch David	Chief operating officer	1 Oct 2000	Other	4378028
Robert Anthony Fabiszewski	Managing director, director	1 Oct 2000	Other	4378037
Kurt Lawrence Wright	Managing director, director	1 Oct 2000	Other	4378046
Catherine Mary Jackson	Chief financial officer	1 Oct 2000	Other	4380191
Charles Robert Spetka	Managing director, director	1 Oct 2000	Other	2269579
James Anthony Dalton	Director	1 Oct 2000	Other	4380231
David Edward Creamer	Director (chairman)	1 Oct 2000	Other	3157938
Robert Dale Feller	Director	1 Oct 2000	Other	3158043
Maria Corporabuck	General counsel, secretary	1 Oct 2000	Other	3157925
Charles Edward Jr Dunleavy	Director	1 Oct 2000	Other	1000176
David Pioch Allen	Chief operating officer, director	1 Oct 2000	Other	4378028
David Allen Pioch	Chief operating officer, director	1 Oct 2000	Other	4378028
Linda Marie Hart	Chief financial officer	1 May 2001	Other	4429772
James Fairbanks Titus	Managing director	1 May 2001	Other	2855210
Marisol Ejercito Lauerman	General counsel	1 Jun 2001	Other	4429773
Randi Sanders Stieving	Compliance officer	1 Jul 2001	Other	2204254
Brian Richard Didonato	Managing director	1 Dec 2001	Other	2503867
Scot Bryan Barker	Chief operating officer	1 Nov 2003	Other	829308
Paul Joseph Dolinoy	Executive vice president, managing director, director	1 Nov 2003	Other	1759613
Nathan Jay Kornfeld	Executive vice president	1 May 2004	Other	856323
Michelle Woods Vaughn	Compliance officer	1 Jul 2004	Other	1979315
Rene Jennine Paradis	Chief financial officer	1 Jan 2005	Other	4912571
Brian Richard Didonato	President, director	1 Nov 2005	Other	2503867
Gmac Commercial Mortgage Corporation	Limited partner	1 Dec 2005	75% - 100%	23-2413444
Gmaccm Ia Holding Llc	General partner	1 Dec 2005	Other	20-4031504
Jacqueline Valerie Brady	Senior vice president, managing director	1 Jan 2006	Other	2559023
Scott Roth	Senior vice president, managing director	1 Jan 2006	Other	5082706
Mike O'meara	Senior vice president, chief credit officer,managing director	1 Jan 2006	Other	5082718
Dawson Steven Lin	Director	1 Jan 2006	Other	2166338

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
General Motors Acceptance Corporation	Shareholder	1 Mar 1985	75% - 100%	38-0572512
General Motors Corporation	Shareholder	1 Feb 1997	75% - 100%	38-0572515
Gmac Commercial Holding Corp.	Shareholder	1 Apr 1998	75% - 100%	91-1902188
Inc. Gmac Mortgage Group	Shareholder	1 Apr 1998	75% - 100%	38-2594097

Based in Horsham

The principal office where Gmac Institutional Advisors LLC performs its advisory services is located at 116 Welsh Road, Horsham, PA 19044, which is also the mailing address of the firm. An additional office of the firm is in Irvine, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-328-1303 or by fax 215-328-0180. The normal business hours are 9am-5pm on Monday - Friday.