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| Happy Holidays!! thanks for using AUM13F!! |
| Gallagher Fiduciary Advisors LLC
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| CRD # | 146509 |
| SEC # | 801-68868 |
| CIK # | 0001527781 |
| AUM | $180.6 B (2025-04-22) |
| Employees | 221 (72% Investors, 48% Brokers) |
| Phone | 212-330-1011 |
| Address | 2850 Golf Road Rolling Meadows, IL 60008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| McDonalds Corp | 1.4 | ||
| PG&E Corp | 0.3 | ||
| Delta Air Lines Inc | 0.2 | ||
| CB Richard Ellis Group Inc | 0.1 | ||
| Franklin Resources Inc | 0.0 | ||
| Cliffs Natural Resources Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,116 | 0.7 |
| (b) Individuals (high net worth individuals) | 138 | 0.2 |
| (c) Banking or thrift institutions | 1 | 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 | 2,081 | 161.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 38 | 3.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 1.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 3.8 |
| (n) Other | 38 | 10.2 |
| Total | 5,754 | 180.6 |
| By Discretionary | ||
| Discretionary | 3,441 | 12.5 |
| Non-Discretionary | 2,313 | 168.1 |
| Total | 5,754 | 180.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.6 | |
| Total | 5,754 | 180.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|---|---|---|
|
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MD | 207.1 |
|
John Hancock Investment Management LLC
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MA | 202.2 |
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174.9 | |
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CA | 143.4 |
|
Insight North America LLC
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NY | 140.4 |
|
Schroder Investment Management North America Inc
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|
NY | 138.6 |
|
NEPC LLC
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|
MA | 137.3 |
|
Franklin Templeton Private Portfolio Group LLC
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NY | 125.9 |