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| Gallagher Fiduciary Advisors LLC
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|---|---|
| CRD # | 146509 |
| SEC # | 801-68868 |
| CIK # | 0001527781 |
| AUM | 194.8 B (2026-06-08) |
| Employees | 235 (93% Investors, 35% Brokers) |
| Phone | 630-773-3800 |
| Address | 2850 Golf Road Rolling Meadows, IL 60008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| McDonalds Corp | 1.3 | ||
| PG&E Corp | 0.3 | ||
| Delta Air Lines Inc | 0.3 | ||
| CB Richard Ellis Group Inc | 0.1 | ||
| Franklin Resources Inc | 0.0 | ||
| Cliffs Natural Resources Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,770 | 0.7 |
| (b) Individuals (high net worth individuals) | 170 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2,099 | 170.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 36 | 8.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 4.1 |
| (n) Other | 29 | 9.9 |
| Total | 6,407 | 194.8 |
| By Discretionary | ||
| Discretionary | 4,205 | 12.9 |
| Non-Discretionary | 2,202 | 182.0 |
| Total | 6,407 | 194.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 194.7 | |
| Total | 6,407 | 194.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001527781] | |
| 13F-NT | [0001527781] | |
| SC 13G | [0001527781] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Gallagher Fiduciary Advisors LLC | PG&E Corp | [2020-02-14] |
| Gallagher Fiduciary Advisors LLC | PG&E Corp | [2019-12-31] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 300 |
| Serves | Institutional, Retail |
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