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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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
Indirect Owners
The SEC currently registers 1 indirect owner.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 .
